AWA
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Arkadios Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Arkadios Wealth 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 		$1.82M Sell
7,920
-262
-3% -$55.6K 0.03% 570
2026
Q1 		$1.77M Buy
8,182
+380
+5% +$87.8K 0.03% 560
2025
Q4 		$2.02M Sell
7,802
-396
-5% -$105K 0.04% 446
2025
Q3 		$2.54M Buy
8,198
+987
+14% +$298K 0.06% 337
2025
Q2 		$2.31M Buy
7,211
+1,506
+26% +$496K 0.07% 308
2025
Q1 		$1.97M Buy
5,705
+4,410
+341% +$1.39M 0.07% 287
2024
Q4 		$368K Buy
1,295
+185
+17% +$53.8K 0.02% 655
2024
Q3 		$312K Buy
1,110
+6
+0.5% +$1.69K 0.02% 693
2024
Q2 		$286K Buy
1,104
+136
+14% +$33.7K 0.02% 647
2024
Q1 		$242K Buy
968
+17
+2% +$4.09K 0.02% 599
2023
Q4 		$214K Buy
+951
New +$225K 0.02% 634
2021
Q4 		– Sell
-2
Closed – – 609
2021
Q3 		$0 Sell
2
-1
-33% -$143 ﹤0.01% 1855
2021
Q2 		$0 Hold
3
– – ﹤0.01% 1937
2021
Q1 		$0 Hold
3
– – ﹤0.01% 1632
2020
Q4 		$0 Sell
3
-4
-57% -$456 ﹤0.01% 1357
2020
Q3 		$761 Sell
7
-2
-22% -$207 ﹤0.01% 974
2020
Q2 		$909 Sell
9
-4
-31% -$354 ﹤0.01% 897
2020
Q1 		$1.06K Hold
13
– – ﹤0.01% 968
2019
Q4 		$1.41K Buy
+13
New +$1.19K ﹤0.01% 854

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

Arkadios Wealth Advisors's AJG Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 3.2% in Q2 2026, selling an estimated $55.6K and leaving 7,920 shares worth $1.82M. The position accounts for 0.03% of the portfolio, ranked #570.

Arkadios Wealth Advisors first reported a position in AJG in Q4 2019 and has held it in 19 quarters since. The position peaked at $2.54M in Q3 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Arkadios Wealth Advisors held 7,920 shares of Arthur J. Gallagher & Co worth $1.82M as of Q2 2026.
  • Arkadios Wealth Advisors sold 262 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $55.6K.
  • Arthur J. Gallagher & Co made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #570 holding.
  • Arkadios Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2019 and has held it in 19 quarters since.
  • Arkadios Wealth Advisors's Arthur J. Gallagher & Co position peaked at $2.54M in Q3 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

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