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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
Q2 		$29.8K Sell
130
-55
-30% -$11.7K ﹤0.01% 336
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

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

Avalon Trust's AJG Position: Q2 2026 in Review

Avalon Trust reduced its Arthur J. Gallagher & Co (AJG) stake by 30% in Q2 2026, selling an estimated $11.7K and leaving 130 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Avalon Trust first reported a position in AJG in Q4 2024 and has held it in 4 quarters since. The position peaked at $40.1K in Q1 2026. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Avalon Trust held 130 shares of Arthur J. Gallagher & Co worth $29.8K as of Q2 2026.
  • Avalon Trust sold 55 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $11.7K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Avalon Trust's portfolio in Q2 2026, its #336 holding.
  • Avalon Trust first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 4 quarters since.
  • Avalon Trust's Arthur J. Gallagher & Co position peaked at $40.1K in Q1 2026.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.