AW
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Avion Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

Avion Wealth’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 		$11K Buy
48
+8
+20% +$1.7K ﹤0.01% 558
2026
Q1 		$8K Buy
40
+13
+48% +$3K ﹤0.01% 540
2025
Q4 		$6K Sell
27
-6
-18% -$1.59K ﹤0.01% 603
2025
Q3 		$10K Buy
33
+4
+14% +$1.21K ﹤0.01% 468
2025
Q2 		$9K Buy
29
+8
+38% +$2.64K ﹤0.01% 489
2025
Q1 		$5K Hold
21
– – ﹤0.01% 523
2024
Q4 		$5K Buy
21
+5
+31% +$1.46K ﹤0.01% 522
2024
Q3 		$4K Hold
16
– – ﹤0.01% 546
2024
Q2 		$4K Buy
16
+2
+14% +$496 ﹤0.01% 488
2024
Q1 		$4K Buy
14
+5
+56% +$1.2K ﹤0.01% 483
2023
Q4 		$2K Sell
9
-4
-31% -$947 ﹤0.01% 522
2023
Q3 		$2K Hold
13
– – ﹤0.01% 450
2023
Q2 		$2K Buy
13
+8
+160% +$1.67K ﹤0.01% 451
2023
Q1 		$0 Buy
+5
New +$949 ﹤0.01% 517
2020
Q3 		– Sell
-25
Closed -$2K – 293
2020
Q2 		$2K Hold
25
– – ﹤0.01% 238
2020
Q1 		$2K Buy
+25
New +$2.39K ﹤0.01% 259

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

Avion Wealth's AJG Position: Q2 2026 in Review

Avion Wealth increased its Arthur J. Gallagher & Co (AJG) stake by 20% in Q2 2026, buying an estimated $1.7K and bringing the position to 48 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Avion Wealth first reported a position in AJG in Q1 2020 and has held it in 16 quarters since. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Avion Wealth held 48 shares of Arthur J. Gallagher & Co worth $11K as of Q2 2026.
  • Avion Wealth bought 8 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $1.7K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #558 holding.
  • Avion Wealth first reported a position in Arthur J. Gallagher & Co in Q1 2020 and has held it in 16 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.