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Aventura Private Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

Aventura Private 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 		$375K Sell
1,633
-600
-27% -$127K 0.12% 117
2026
Q1 		$484K Sell
2,233
-119
-5% -$27.5K 0.18% 93
2025
Q4 		$609K Sell
2,352
-303
-11% -$80.2K 0.22% 81
2025
Q3 		$822K Sell
2,655
-139
-5% -$41.9K 0.3% 60
2025
Q2 		$894K Sell
2,794
-120
-4% -$39.6K 0.39% 53
2025
Q1 		$1.01M Buy
2,914
+176
+6% +$55.6K 0.53% 41
2024
Q4 		$777K Buy
+2,738
New +$797K 0.42% 53

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

Aventura Private Wealth's AJG Position: Q2 2026 in Review

Aventura Private Wealth reduced its Arthur J. Gallagher & Co (AJG) stake by 27% in Q2 2026, selling an estimated $127K and leaving 1,633 shares worth $375K. The position accounts for 0.12% of the portfolio, ranked #117.

Aventura Private Wealth first reported a position in AJG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Aventura Private Wealth held 1,633 shares of Arthur J. Gallagher & Co worth $375K as of Q2 2026.
  • Aventura Private Wealth sold 600 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $127K.
  • Arthur J. Gallagher & Co made up 0.12% of Aventura Private Wealth's portfolio in Q2 2026, its #117 holding.
  • Aventura Private Wealth first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Arthur J. Gallagher & Co position peaked at $1.01M in Q1 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.