AIM
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Advyzon Investment Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Advyzon Investment Management’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 		$499K Sell
2,174
-77
-3% -$16.4K 0.04% 476
2026
Q1 		$487K Buy
2,251
+791
+54% +$183K 0.04% 410
2025
Q4 		$378K Buy
+1,460
New +$387K 0.04% 389
2025
Q3 		– Sell
-788
Closed -$252K – 478
2025
Q2 		$252K Buy
+788
New +$260K 0.06% 312

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

Advyzon Investment Management's AJG Position: Q2 2026 in Review

Advyzon Investment Management reduced its Arthur J. Gallagher & Co (AJG) stake by 3.4% in Q2 2026, selling an estimated $16.4K and leaving 2,174 shares worth $499K. The position accounts for 0.04% of the portfolio, ranked #476.

Advyzon Investment Management first reported a position in AJG in Q2 2025 and has held it in 4 quarters since. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Advyzon Investment Management held 2,174 shares of Arthur J. Gallagher & Co worth $499K as of Q2 2026.
  • Advyzon Investment Management sold 77 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $16.4K.
  • Arthur J. Gallagher & Co made up 0.04% of Advyzon Investment Management's portfolio in Q2 2026, its #476 holding.
  • Advyzon Investment Management first reported a position in Arthur J. Gallagher & Co in Q2 2025 and has held it in 4 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.