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Livermore
Livermore
ZHEN

Balboa Wealth Partners

SEC CIK
0001929008
Latest filing
Aug 10, 2026

AJG holding history

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

AJG overviewAll 13F holders of AJGFull Q2 2026 holdings

Shares (Q2 2026)
1,481
Value
$340.1K
% of portfolio
<0.1%
Quarters held
16
Since Q3 2022
Holdings of AJG by Balboa Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,481$340.1K<0.1%−70−4.5%ReducedHolders
Q1 20261,551$335.9K0.1%−482−23.7%ReducedHolders
Q4 20252,033$526.1K0.1%+132+6.9%AddedHolders
Q3 20251,901$588.7K0.1%−163−7.9%ReducedHolders
Q2 20252,064$660.9K0.1%00.0%UnchangedHolders
Q1 20252,064$712.7K0.2%−186−8.3%ReducedHolders
Q4 20242,250$638.7K0.1%+82+3.8%AddedHolders
Q3 20242,168$610.0K0.2%−123−5.4%ReducedHolders
Q2 20242,291$594.1K0.2%+263+13.0%AddedHolders
Q1 20242,028$507.1K0.2%+2+0.1%AddedHolders
Q4 20232,026$455.6K0.2%−271−11.8%ReducedHolders
Q3 20232,297$523.6K0.2%00.0%UnchangedHolders
Q2 20232,297$504.4K0.2%00.0%UnchangedHolders
Q1 20232,297$439.4K0.2%+18+0.8%AddedHolders
Q4 20222,279$429.7K0.2%−7−0.3%ReducedHolders
Q3 20222,286$391.0K0.2%–No prior filingHolders