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BALDWIN WEALTH PARTNERS LLC/MA → AJG
BALDWIN WEALTH PARTNERS LLC/MA AJG Position History
Arthur J. Gallagher & Co. • Financial Services
Quarters held
9
Latest value
$15K
Q3 2026
Peak value
$23.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $23.8M |
| Q4 2025 | $19.6M |
| Q4 2025 | $17K |
| Q1 2026 | $14K |
| Q1 2026 | $14.9M |
| Q2 2026 | $15K |
| Q2 2026 | $15.7M |
| Q3 2026 | $15.5M |
| Q3 2026 | $15K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15K | 65 | — | — |
| Q3 2026 | $15.5M | 67.8K | — | — |
| Q2 2026 | $15.7M | 68.3K | — | — |
| Q2 2026 | $15K | 65 | — | — |
| Q1 2026 | $14.9M | 68.9K | — | — |
| Q1 2026 | $14K | 65 | — | — |
| Q4 2025 | $17K | 65 | — | — |
| Q4 2025 | $19.6M | 75.9K | — | — |
| Q3 2025 | $23.8M | 76.8K | — | — |
Other funds holding AJG
$4.5B
$3.8B
$3.1B
$2.6B
$2.6B
$2.5B
$2.4B
$2.1B