AWM
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Avior Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Avior Wealth Management’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 		$1.12M Buy
4,873
+930
+24% +$197K 0.03% 337
2026
Q1 		$854K Buy
+3,943
New +$911K 0.02% 397
2025
Q2 		– Sell
-817
Closed -$282K – 689
2025
Q1 		$282K Sell
817
-183
-18% -$57.8K 0.01% 565
2024
Q4 		$284K Hold
1,000
– – 0.01% 601
2024
Q3 		$281K Sell
1,000
-35
-3% -$9.87K 0.01% 608
2024
Q2 		$269K Sell
1,035
-246
-19% -$61K 0.01% 594
2024
Q1 		$320K Buy
1,281
+1,162
+976% +$279K 0.01% 564
2023
Q4 		$26.8K Buy
119
+5
+4% +$1.18K ﹤0.01% 836
2023
Q3 		$26K Hold
114
– – ﹤0.01% 902
2023
Q2 		$25K Sell
114
-29
-20% -$6.04K ﹤0.01% 898
2023
Q1 		$27.4K Buy
+143
New +$27.1K ﹤0.01% 896
2022
Q2 		– Sell
-2
Closed – – 1050
2022
Q1 		$0 Buy
+2
New +$319 ﹤0.01% 1091
2021
Q1 		– Sell
-3,777
Closed -$467K – 999
2020
Q4 		$467K Sell
3,777
-1,103
-23% -$126K 0.06% 286
2020
Q3 		$515K Sell
4,880
-270
-5% -$28K 0.07% 229
2020
Q2 		$502K Sell
5,150
-180
-3% -$15.9K 0.08% 234
2020
Q1 		$434K Sell
5,330
-11
-0.2% -$1.05K 0.09% 218
2019
Q4 		$508K Hold
5,341
– – 0.08% 222
2019
Q3 		$477K Sell
5,341
-503
-9% -$45.2K 0.08% 227
2019
Q2 		$512K Buy
5,844
+34
+0.6% +$2.84K 0.09% 205
2019
Q1 		$453K Buy
5,810
+1,210
+26% +$93.2K 0.1% 213
2018
Q4 		$339K Buy
4,600
+70
+2% +$5.23K 0.08% 226
2018
Q3 		$337K Hold
4,530
– – 0.07% 241
2018
Q2 		$296K Buy
4,530
+1,050
+30% +$71.1K 0.07% 249
2018
Q1 		$239K Sell
3,480
-710
-17% -$47.9K 0.06% 272
2017
Q4 		$265K Buy
+4,190
New +$268K 0.06% 267

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

Avior Wealth Management's AJG Position: Q2 2026 in Review

Avior Wealth Management increased its Arthur J. Gallagher & Co (AJG) stake by 24% in Q2 2026, buying an estimated $197K and bringing the position to 4,873 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #337.

Avior Wealth Management first reported a position in AJG in Q4 2017 and has held it in 25 quarters since. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Avior Wealth Management held 4,873 shares of Arthur J. Gallagher & Co worth $1.12M as of Q2 2026.
  • Avior Wealth Management bought 930 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $197K.
  • Arthur J. Gallagher & Co made up 0.03% of Avior Wealth Management's portfolio in Q2 2026, its #337 holding.
  • Avior Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2017 and has held it in 25 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.