Avantra Family Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

Avantra Family Wealth’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	$437K	Buy	1,903 +49	+3%	+$10.4K	0.28%	109
2026 Q1	$402K	Buy	+1,854	New	+$428K	0.3%	103
2025 Q2	–	Sell	-830	Closed	-$287K	–	132
2025 Q1	$287K	Buy	+830	New	+$262K	0.27%	118

Other funds holding AJG

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Avantra Family Wealth's AJG Position: Q2 2026 in Review

Avantra Family Wealth increased its Arthur J. Gallagher & Co (AJG) stake by 2.6% in Q2 2026, buying an estimated $10.4K and bringing the position to 1,903 shares worth $437K. The position accounts for 0.28% of the portfolio, ranked #109.

Avantra Family Wealth first reported a position in AJG in Q1 2025 and has held it in 3 quarters since. 512 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Avantra Family Wealth held 1,903 shares of Arthur J. Gallagher & Co worth $437K as of Q2 2026.
Avantra Family Wealth bought 49 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $10.4K.
Arthur J. Gallagher & Co made up 0.28% of Avantra Family Wealth's portfolio in Q2 2026, its #109 holding.
Avantra Family Wealth first reported a position in Arthur J. Gallagher & Co in Q1 2025 and has held it in 3 quarters since.
512 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.