AAS
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Avantax Advisory Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Avantax Advisory Services’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 		$8.53M Buy
26,655
+3,726
+16% +$1.23M 0.05% 312
2025
Q1 		$7.92M Buy
22,929
+4,636
+25% +$1.46M 0.05% 300
2024
Q4 		$5.19M Buy
18,293
+513
+3% +$149K 0.03% 391
2024
Q3 		$5M Sell
17,780
-4,051
-19% -$1.14M 0.03% 393
2024
Q2 		$5.66M Buy
21,831
+7,125
+48% +$1.77M 0.04% 334
2024
Q1 		$3.68M Buy
14,706
+228
+2% +$54.8K 0.03% 381
2023
Q4 		$3.26M Buy
14,478
+344
+2% +$81.5K 0.03% 380
2023
Q3 		$3.22M Sell
14,134
-485
-3% -$109K 0.04% 342
2023
Q2 		$3.21M Sell
14,619
-2,208
-13% -$459K 0.04% 340
2023
Q1 		$3.22M Buy
16,827
+2,476
+17% +$470K 0.04% 333
2022
Q4 		$2.71M Buy
14,351
+1,764
+14% +$330K 0.04% 351
2022
Q3 		$2.15M Buy
12,587
+466
+4% +$82.7K 0.03% 357
2022
Q2 		$1.98M Buy
12,121
+55
+0.5% +$9.13K 0.03% 383
2022
Q1 		$2.11M Sell
12,066
-72
-0.6% -$11.5K 0.03% 367
2021
Q4 		$2.06M Sell
12,138
-8
-0.1% -$1.31K 0.03% 364
2021
Q3 		$1.8M Sell
12,146
-361
-3% -$51.7K 0.03% 359
2021
Q2 		$1.76M Buy
12,507
+7
+0.1% +$989 0.03% 360
2021
Q1 		$1.56M Sell
12,500
-15
-0.1% -$1.81K 0.03% 342
2020
Q4 		$1.55M Sell
12,515
-3,252
-21% -$370K 0.04% 311
2020
Q3 		$1.67M Buy
15,767
+1,617
+11% +$168K 0.03% 402
2020
Q2 		$1.38M Buy
14,150
+1,747
+14% +$155K 0.04% 286
2020
Q1 		$1.01M Sell
12,403
-26
-0.2% -$2.49K 0.03% 302
2019
Q4 		$1.18M Buy
+12,429
New +$1.14M 0.03% 303

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Avantax Advisory Services's AJG Position: Q2 2025 in Review

Avantax Advisory Services increased its Arthur J. Gallagher & Co (AJG) stake by 16% in Q2 2025, buying an estimated $1.23M and bringing the position to 26,655 shares worth $8.53M. The position accounts for 0.05% of the portfolio, ranked #312.

Avantax Advisory Services first reported a position in AJG in Q4 2019 and has held it in 23 quarters since. 1,378 funds tracked by Wall St. Rank hold AJG as of Q2 2025.

  • Avantax Advisory Services held 26,655 shares of Arthur J. Gallagher & Co worth $8.53M as of Q2 2025.
  • Avantax Advisory Services bought 3,726 Arthur J. Gallagher & Co shares in Q2 2025, an estimated $1.23M.
  • Arthur J. Gallagher & Co made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #312 holding.
  • Avantax Advisory Services first reported a position in Arthur J. Gallagher & Co in Q4 2019 and has held it in 23 quarters since.
  • 1,378 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.