Planning Strategies Inc.’s Arthur J. Gallagher & Co AJG Stock Holding History

Planning Strategies Inc.’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	$23.4K	Buy	+102	New	+$21.7K	0.01%	227

Other funds holding AJG

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Planning Strategies Inc.'s AJG Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 102 shares worth $23.4K. The stake represents 0.01% of the portfolio and ranks #227 among its holdings.

438 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Planning Strategies Inc. held 102 shares of Arthur J. Gallagher & Co worth $23.4K as of Q2 2026.
Arthur J. Gallagher & Co was a new Planning Strategies Inc. position in Q2 2026.
Arthur J. Gallagher & Co made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #227 holding.
438 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

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