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Arthur J. Gallagher & Co. shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of Arthur J. Gallagher & Co. (AJG) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in Arthur J. Gallagher & Co.

Tip: Access up to 7 years of quarterly data

All positions including Arthur J. Gallagher & Co. held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Arthur J. Gallagher & Co. by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $204k 890 229.57

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Ishares Russell 1000 Growth Etf Etf (IWF)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Capital Group Dividend Growers Etf Etf (CGDG)
Dimensional International Value Etf Etf (DFIV)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Ishares Core Dividend Growth Etf Etf (DGRO)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Capital Group International Focus Equity Etf Etf (CGXU)
Ishares Msci Eafe Etf Etf (EFA)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Apple Stock (AAPL)

View all positions for Confluence Wealth Services

Top funds holding Arthur J. Gallagher & Co.

BlackRock
FMR
Vanguard Capital Management
Jpmorgan Chase & Co
Capital World Investors
Vanguard Portfolio Management
State Street Corporation
Dodge & Cox
Norges Bank Investment Management
Geode Capital Management
Eagle Capital Management
Morgan Stanley
Principal Financial Group
Goldman Sachs Group
Capital Research Global Investors

View all funds holding Arthur J. Gallagher & Co.