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Avalon Trust’s Arthur J. Gallagher & Co AJG Stock Holding History

Avalon Trust’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
Q1 		$40.1K Buy
+185
New +$42.7K ﹤0.01% 308
2025
Q4 		– Sell
-4
Closed -$1.24K – 439
2025
Q3 		$1.24K Buy
+4
New +$1.21K ﹤0.01% 490
2025
Q1 		– Sell
-8
Closed -$2.27K – 431
2024
Q4 		$2.27K Buy
+8
New +$2.33K ﹤0.01% 407

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avalon Trust's AJG Position: Q1 2026 in Review

Avalon Trust opened a new position in Arthur J. Gallagher & Co (AJG) in Q1 2026: 185 shares worth $40.1K. The stake represents ﹤0.01% of the portfolio and ranks #308 among its holdings. This is a return to the name: Avalon Trust previously reported a position in AJG as recently as Q3 2025.

Avalon Trust first reported a position in AJG in Q4 2024 and has held it in 3 quarters since. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Avalon Trust held 185 shares of Arthur J. Gallagher & Co worth $40.1K as of Q1 2026.
  • Arthur J. Gallagher & Co was a new Avalon Trust position in Q1 2026.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Avalon Trust's portfolio in Q1 2026, its #308 holding.
  • Avalon Trust first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 3 quarters since.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.