Avestar Capital’s Arthur J. Gallagher & Co AJG Stock Holding History

Avestar Capital’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	–	Sell	-1,532	Closed	-$396K	–	513
2025 Q4	$396K	Sell	1,532 -1,907	-55%	-$505K	0.03%	378
2025 Q3	$1.07M	Buy	3,439 +131	+4%	+$39.5K	0.07%	208
2025 Q2	$1.06M	Buy	3,308 +2,483	+301%	+$818K	0.07%	199
2025 Q1	$285K	Sell	825 -291	-26%	-$91.9K	0.02%	392
2024 Q4	$317K	Buy	1,116 +80	+8%	+$23.3K	0.03%	374
2024 Q3	$291K	Buy	1,036 +57	+6%	+$16.1K	0.03%	349
2024 Q2	$254K	Buy	979 +126	+15%	+$31.3K	0.03%	375
2024 Q1	$213K	Buy	+853	New	+$205K	0.02%	411
2019 Q3	–	Sell	-150	Closed	-$12K	–	183
2019 Q2	$12K	Buy	150 +4	+3%	+$334	0.01%	470
2019 Q1	$10K	Hold	146	–	–	0.01%	472
2018 Q4	$9K	Hold	146	–	–	0.01%	448
2018 Q3	$9K	Hold	146	–	–	0.01%	475
2018 Q2	$8K	Hold	146	–	–	0.01%	490
2018 Q1	$8K	Sell	146 -18	-11%	-$1.21K	0.01%	457
2017 Q4	$9K	Buy	+164	New	+$10.5K	0.01%	455

Other funds holding AJG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avestar Capital's AJG Position: Q1 2026 in Review

Avestar Capital sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 1,532 shares — an estimated $396K sold.

Avestar Capital first reported a position in AJG in Q4 2017 and held it in 15 quarters. The position peaked at $1.07M in Q3 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Avestar Capital reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
Avestar Capital sold 1,532 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $396K.
Avestar Capital first reported a position in Arthur J. Gallagher & Co in Q4 2017 and held it in 15 quarters.
Avestar Capital's Arthur J. Gallagher & Co position peaked at $1.07M in Q3 2025.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.