AWE
AJG icon

Avidian Wealth Enterprises’s Arthur J. Gallagher & Co AJG Stock Holding History

Avidian Wealth Enterprises’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 		$1.18M Buy
5,141
+595
+13% +$126K 0.03% 286
2026
Q1 		$985K Buy
+4,546
New +$1.05M 0.03% 289
2025
Q3 		– Sell
-654
Closed -$209K – 582
2025
Q2 		$209K Sell
654
-4
-0.6% -$1.32K 0.01% 523
2025
Q1 		$227K Buy
+658
New +$208K 0.01% 482

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

Avidian Wealth Enterprises's AJG Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Arthur J. Gallagher & Co (AJG) stake by 13% in Q2 2026, buying an estimated $126K and bringing the position to 5,141 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #286.

Avidian Wealth Enterprises first reported a position in AJG in Q1 2025 and has held it in 4 quarters since. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Avidian Wealth Enterprises held 5,141 shares of Arthur J. Gallagher & Co worth $1.18M as of Q2 2026.
  • Avidian Wealth Enterprises bought 595 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $126K.
  • Arthur J. Gallagher & Co made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #286 holding.
  • Avidian Wealth Enterprises first reported a position in Arthur J. Gallagher & Co in Q1 2025 and has held it in 4 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.