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 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

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

Aviance Capital Partners's AJG Position: Q1 2026 in Review

Aviance Capital Partners held its Arthur J. Gallagher & Co (AJG) position steady in Q1 2026 at 1,500 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #301.

Aviance Capital Partners first reported a position in AJG in Q1 2024 and has held it in 9 quarters since. The position peaked at $518K in Q1 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Aviance Capital Partners held 1,500 shares of Arthur J. Gallagher & Co worth $325K as of Q1 2026.
Aviance Capital Partners left its Arthur J. Gallagher & Co share count unchanged in Q1 2026.
Arthur J. Gallagher & Co made up 0.04% of Aviance Capital Partners's portfolio in Q1 2026, its #301 holding.
Aviance Capital Partners first reported a position in Arthur J. Gallagher & Co in Q1 2024 and has held it in 9 quarters since.
Aviance Capital Partners's Arthur J. Gallagher & Co position peaked at $518K in Q1 2025.
1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.