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Arthur J. Gallagher & Co. shares owned by West Financial Advisors

Quarter-by-quarter ownership of Arthur J. Gallagher & Co. (AJG) shares owned by West Financial Advisors from 13F filings

Historical chart of West Financial Advisors investment in Arthur J. Gallagher & Co.

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All positions including Arthur J. Gallagher & Co. held by West Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Arthur J. Gallagher & Co. by West Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $15k 48 312.54
2025-06-30 $14k 44 323.57

More positions owned by West Financial Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Tips Bd Etf (TIP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for West Financial Advisors

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.