Avity Investment Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Avity Investment 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	$472K	Buy	+2,057	New	+$437K	0.03%	88

Other funds holding AJG

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Avity Investment Management's AJG Position: Q2 2026 in Review

Avity Investment Management opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 2,057 shares worth $472K. The stake represents 0.03% of the portfolio and ranks #88 among its holdings.

186 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Avity Investment Management held 2,057 shares of Arthur J. Gallagher & Co worth $472K as of Q2 2026.
Arthur J. Gallagher & Co was a new Avity Investment Management position in Q2 2026.
Arthur J. Gallagher & Co made up 0.03% of Avity Investment Management's portfolio in Q2 2026, its #88 holding.
186 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.