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Advocate Investing Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Advocate Investing Services’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 		$7.58K Hold
33
– – 0.01% 288
2026
Q1 		$7.15K Hold
33
– – 0.01% 277
2025
Q4 		$8.54K Buy
+33
New +$8.74K 0.01% 245

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advocate Investing Services's AJG Position: Q2 2026 in Review

Advocate Investing Services held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 33 shares worth $7.58K. The position accounts for 0.01% of the portfolio, ranked #288.

Advocate Investing Services first reported a position in AJG in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.54K in Q4 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Advocate Investing Services held 33 shares of Arthur J. Gallagher & Co worth $7.58K as of Q2 2026.
  • Advocate Investing Services left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
  • Arthur J. Gallagher & Co made up 0.01% of Advocate Investing Services's portfolio in Q2 2026, its #288 holding.
  • Advocate Investing Services first reported a position in Arthur J. Gallagher & Co in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's Arthur J. Gallagher & Co position peaked at $8.54K in Q4 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.