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Arthur J. Gallagher & Co. shares owned by Foundation Wealth Management

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

Historical chart of Foundation Wealth Management investment in Arthur J. Gallagher & Co.

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

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Quarterly reported holdings in Arthur J. Gallagher & Co. by Foundation Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $719k 2.3k 309.74
2025-06-30 $764k 2.4k 320.12
2025-03-31 $823k 2.4k 345.24

More positions owned by Foundation Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Intl High Profit (DIHP)

View all positions for Foundation Wealth Management

Top funds holding Arthur J. Gallagher & Co.

Vanguard Group
Jpmorgan Chase & Co
BlackRock
FMR
Capital World Investors
State Street Corporation
Capital Research and Management Company - Division 3
Morgan Stanley
Geode Capital Management
Wellington Management Company
Mitsubishi UFJ Asset Management
Principal Financial Group
T. Rowe Price Investment Management
Brown Advisory Holdings Incorporated
WCM Investment Management

View all funds holding Arthur J. Gallagher & Co.