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Creative Planning AJG Position History
Arthur J. Gallagher & Co. • Financial Services
Quarters held
8
Latest value
$27.2M
Q3 2026
Peak value
$27.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $22.2M |
| Q3 2025 | $152K |
| Q4 2025 | $22.3M |
| Q1 2026 | $20.4M |
| Q2 2026 | $131K |
| Q2 2026 | $22.4M |
| Q3 2026 | $153K |
| Q3 2026 | $27.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $27.2M | 119.1K | — | — |
| Q3 2026 | $153K | 670 | — | — |
| Q2 2026 | $22.4M | 97.5K | — | — |
| Q2 2026 | $131K | 572 | — | — |
| Q1 2026 | $20.4M | 94.1K | — | — |
| Q4 2025 | $22.3M | 86.3K | — | — |
| Q3 2025 | $152K | 491 | — | — |
| Q3 2025 | $22.2M | 71.5K | — | — |
Other funds holding AJG
$4.5B
$3.8B
$3.1B
$2.6B
$2.6B
$2.5B
$2.4B
$2.1B