Addison Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Addison Advisors’s Portfolio AJG Stock Details AJG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-24	Closed	-$5.2K	–	713
2026 Q1	$5.2K	Sell	24 -6	-20%	-$1.39K	﹤0.01%	731
2025 Q4	$7.76K	Sell	30 -6	-17%	-$1.59K	﹤0.01%	653
2025 Q3	$11.2K	Sell	36 -7	-16%	-$2.11K	﹤0.01%	623
2025 Q2	$13.8K	Buy	43 +19	+79%	+$6.26K	﹤0.01%	586
2025 Q1	$8.29K	Hold	24	–	–	﹤0.01%	607
2024 Q4	$6.81K	Hold	24	–	–	﹤0.01%	634
2024 Q3	$6.75K	Hold	24	–	–	﹤0.01%	638
2024 Q2	$6.22K	Buy	+24	New	+$5.95K	﹤0.01%	611
2023 Q1	–	Sell	-4	Closed	-$754	–	632
2022 Q4	$754	Hold	4	–	–	﹤0.01%	644
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	581
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	566
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	600
2021 Q4	$1K	Buy	+4	New	+$654	﹤0.01%	549

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Addison Advisors's AJG Position: Q2 2026 in Review

Addison Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 24 shares — an estimated $5.2K sold.

Addison Advisors first reported a position in AJG in Q4 2021 and held it in 13 quarters. The position peaked at $13.8K in Q2 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Addison Advisors reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
Addison Advisors sold 24 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $5.2K.
Addison Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2021 and held it in 13 quarters.
Addison Advisors's Arthur J. Gallagher & Co position peaked at $13.8K in Q2 2025.
1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.