AWE
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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
Q3 		$1.11M Sell
4,876
-265
-5% -$66.4K 0.03% 313
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

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Avidian Wealth Enterprises's AJG Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Arthur J. Gallagher & Co (AJG) stake by 5.2% in Q3 2026, selling an estimated $66.4K and leaving 4,876 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #313.

Avidian Wealth Enterprises first reported a position in AJG in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.18M in Q2 2026. 61 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • Avidian Wealth Enterprises held 4,876 shares of Arthur J. Gallagher & Co worth $1.11M as of Q3 2026.
  • Avidian Wealth Enterprises sold 265 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $66.4K.
  • Arthur J. Gallagher & Co made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #313 holding.
  • Avidian Wealth Enterprises first reported a position in Arthur J. Gallagher & Co in Q1 2025 and has held it in 5 quarters since.
  • Avidian Wealth Enterprises's Arthur J. Gallagher & Co position peaked at $1.18M in Q2 2026.
  • 61 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.