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Wrenne Financial Planning’s Arthur J. Gallagher & Co AJG Stock Holding History

Wrenne Financial Planning’s Portfolio AJG Stock Details AJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$259K Sell
1,128
-27
-2% -$5.73K 0.09% 48
2026
Q1 		$250K Hold
1,155
– – 0.1% 43
2025
Q4 		$299K Hold
1,155
– – 0.12% 37
2025
Q3 		$358K Sell
1,155
-13
-1% -$3.92K 0.15% 33
2025
Q2 		$370K Buy
1,168
+13
+1% +$4.29K 0.17% 31
2025
Q1 		$399K Buy
1,155
+2
+0.2% +$632 0.21% 28
2024
Q4 		$327K Hold
1,153
– – 0.19% 31
2024
Q3 		$324K Hold
1,153
– – 0.19% 30
2024
Q2 		$299K Hold
1,153
– – 0.21% 30
2024
Q1 		$288K Buy
+1,153
New +$277K 0.21% 26

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wrenne Financial Planning's AJG Position: Q2 2026 in Review

Wrenne Financial Planning reduced its Arthur J. Gallagher & Co (AJG) stake by 2.3% in Q2 2026, selling an estimated $5.73K and leaving 1,128 shares worth $259K. The position accounts for 0.09% of the portfolio, ranked #48.

Wrenne Financial Planning first reported a position in AJG in Q1 2024 and has held it in 10 quarters since. The position peaked at $399K in Q1 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Wrenne Financial Planning held 1,128 shares of Arthur J. Gallagher & Co worth $259K as of Q2 2026.
  • Wrenne Financial Planning sold 27 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $5.73K.
  • Arthur J. Gallagher & Co made up 0.09% of Wrenne Financial Planning's portfolio in Q2 2026, its #48 holding.
  • Wrenne Financial Planning first reported a position in Arthur J. Gallagher & Co in Q1 2024 and has held it in 10 quarters since.
  • Wrenne Financial Planning's Arthur J. Gallagher & Co position peaked at $399K in Q1 2025.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Wrenne Financial Planning's 13F filing for Q2 2026, filed 27 Jul 2026.