Chico Wealth RIA

SEC CIK: 0001926037
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

AJG holding history

Arthur J. Gallagher & Co. in every 13F filed by Chico Wealth RIA, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AJG overview All 13F holders of AJG Full Q2 2026 holdings

Shares (Q2 2026): 2,906
Value: $667.2K
% of portfolio: 0.3%
Quarters held: 4; Since Q3 2025

Holdings of AJG by Chico Wealth RIA, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,906	$667.2K	0.3%	+8+0.3%	Added	Holders
Q1 2026	2,898	$627.6K	0.4%	−8−0.3%	Reduced	Holders
Q4 2025	2,906	$752.0K	0.5%	+117+4.2%	Added	Holders
Q3 2025	2,789	$863.9K	0.6%	+2,789	New	Holders