Atria Wealth Solutions’s Arthur J. Gallagher & Co AJG Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$1.61M	Sell	5,015 -4,348	-46%	-$1.43M	0.04%	477
2025 Q1	$3.23M	Buy	9,363 +188	+2%	+$59.4K	0.04%	464
2024 Q4	$2.6M	Sell	9,175 -2,602	-22%	-$757K	0.03%	550
2024 Q3	$3.31M	Sell	11,777 -1,002	-8%	-$283K	0.04%	464
2024 Q2	$3.31M	Buy	12,779 +195	+2%	+$48.4K	0.04%	454
2024 Q1	$3.15M	Buy	12,584 +585	+5%	+$141K	0.04%	477
2023 Q4	$2.7M	Buy	11,999 +859	+8%	+$203K	0.03%	505
2023 Q3	$2.54M	Buy	11,140 +1,998	+22%	+$447K	0.04%	487
2023 Q2	$2.01M	Buy	9,142 +4,207	+85%	+$875K	0.03%	561
2023 Q1	$944K	Buy	4,935 +468	+10%	+$88.8K	0.01%	819
2022 Q4	$842K	Buy	4,467 +1,987	+80%	+$372K	0.01%	834
2022 Q3	$425K	Buy	+2,480	New	+$440K	0.01%	1120

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Atria Wealth Solutions's AJG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Arthur J. Gallagher & Co (AJG) stake by 46% in Q2 2025, selling an estimated $1.43M and leaving 5,015 shares worth $1.61M. The position accounts for 0.04% of the portfolio, ranked #477.

Atria Wealth Solutions first reported a position in AJG in Q3 2022 and has held it in 12 quarters since. The position peaked at $3.31M in Q3 2024. 1,378 funds tracked by Wall St. Rank hold AJG as of Q2 2025.

Atria Wealth Solutions held 5,015 shares of Arthur J. Gallagher & Co worth $1.61M as of Q2 2025.
Atria Wealth Solutions sold 4,348 Arthur J. Gallagher & Co shares in Q2 2025, an estimated $1.43M.
Arthur J. Gallagher & Co made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #477 holding.
Atria Wealth Solutions first reported a position in Arthur J. Gallagher & Co in Q3 2022 and has held it in 12 quarters since.
Atria Wealth Solutions's Arthur J. Gallagher & Co position peaked at $3.31M in Q3 2024.
1,378 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.