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

Aviance Capital Partners’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	$230K	Sell	1,000 -500	-33%	-$106K	0.02%	363
2026 Q1	$325K	Hold	1,500	–	–	0.04%	301
2025 Q4	$388K	Hold	1,500	–	–	0.04%	269
2025 Q3	$465K	Hold	1,500	–	–	0.06%	247
2025 Q2	$480K	Hold	1,500	–	–	0.06%	223
2025 Q1	$518K	Hold	1,500	–	–	0.07%	217
2024 Q4	$426K	Hold	1,500	–	–	0.06%	224
2024 Q3	$422K	Hold	1,500	–	–	0.06%	237
2024 Q2	$389K	Sell	1,500 -12	-0.8%	-$2.98K	0.06%	231
2024 Q1	$378K	Buy	+1,512	New	+$363K	0.06%	233

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aviance Capital Partners's AJG Position: Q2 2026 in Review

Aviance Capital Partners reduced its Arthur J. Gallagher & Co (AJG) stake by 33% in Q2 2026, selling an estimated $106K and leaving 1,000 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #363.

Aviance Capital Partners first reported a position in AJG in Q1 2024 and has held it in 10 quarters since. The position peaked at $518K in Q1 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Aviance Capital Partners held 1,000 shares of Arthur J. Gallagher & Co worth $230K as of Q2 2026.
Aviance Capital Partners sold 500 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $106K.
Arthur J. Gallagher & Co made up 0.02% of Aviance Capital Partners's portfolio in Q2 2026, its #363 holding.
Aviance Capital Partners first reported a position in Arthur J. Gallagher & Co in Q1 2024 and has held it in 10 quarters since.
Aviance Capital Partners's Arthur J. Gallagher & Co position peaked at $518K in Q1 2025.
1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.