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Annis Gardner Whiting Capital Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Annis Gardner Whiting Capital 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
-147
Closed -$31.8K – 376
2026
Q1 		$31.8K Sell
147
-62
-30% -$14.3K 0.01% 647
2025
Q4 		$54.1K Buy
209
+61
+41% +$16.1K 0.01% 513
2025
Q3 		$45.8K Sell
148
-111
-43% -$33.5K 0.01% 513
2025
Q2 		$82.9K Buy
259
+131
+102% +$43.2K 0.03% 332
2025
Q1 		$44.2K Buy
128
+4
+3% +$1.26K 0.02% 365
2024
Q4 		$35.2K Buy
124
+2
+2% +$582 0.01% 381
2024
Q3 		$34.3K Sell
122
-2
-2% -$564 0.01% 406
2024
Q2 		$32.2K Buy
124
+5
+4% +$1.24K 0.01% 477
2024
Q1 		$29.8K Buy
119
+2
+2% +$481 0.01% 476
2023
Q4 		$26.3K Sell
117
-4
-3% -$947 0.01% 366
2023
Q3 		$27.6K Buy
+121
New +$27.1K 0.01% 355

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

Annis Gardner Whiting Capital Advisors's AJG Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 147 shares — an estimated $31.8K sold.

Annis Gardner Whiting Capital Advisors first reported a position in AJG in Q3 2023 and held it in 11 quarters. The position peaked at $82.9K in Q2 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 147 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $31.8K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Arthur J. Gallagher & Co position peaked at $82.9K in Q2 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.