CFO
AJG icon

CVA Family Office’s Arthur J. Gallagher & Co AJG Stock Holding History

CVA Family Office’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 		$80.3K Buy
350
+211
+152% +$44.8K 0.01% 520
2026
Q1 		$30.1K Sell
139
-44
-24% -$10.2K ﹤0.01% 703
2025
Q4 		$47.4K Buy
183
+84
+85% +$22.2K 0.01% 559
2025
Q3 		$30.7K Sell
99
-48
-33% -$14.5K ﹤0.01% 623
2025
Q2 		$47.1K Buy
147
+14
+11% +$4.62K 0.01% 558
2025
Q1 		$45.9K Buy
133
+34
+34% +$10.7K 0.01% 535
2024
Q4 		$28.1K Buy
99
+21
+27% +$6.11K ﹤0.01% 620
2024
Q3 		$21.9K Buy
78
+8
+11% +$2.26K ﹤0.01% 641
2024
Q2 		$18.2K Sell
70
-2
-3% -$496 ﹤0.01% 658
2024
Q1 		$18K Buy
72
+2
+3% +$481 ﹤0.01% 662
2023
Q4 		$15.7K Buy
+70
New +$16.6K ﹤0.01% 660
2023
Q3 		– Sell
-40
Closed -$8.78K – 245
2023
Q2 		$8.78K Hold
40
– – ﹤0.01% 738
2023
Q1 		$7.65K Buy
40
+5
+14% +$949 ﹤0.01% 721
2022
Q4 		$6.6K Buy
35
+15
+75% +$2.81K ﹤0.01% 708
2022
Q3 		$3K Hold
20
– – ﹤0.01% 765
2022
Q2 		$3K Hold
20
– – ﹤0.01% 783
2022
Q1 		$3K Buy
20
+15
+300% +$2.39K ﹤0.01% 821
2021
Q4 		$1K Sell
5
-450
-99% -$73.5K ﹤0.01% 863
2021
Q3 		$48K Sell
455
-5
-1% -$715 0.03% 185
2021
Q2 		$64K Hold
460
– – 0.02% 320
2021
Q1 		$57K Buy
460
+5
+1% +$603 0.02% 262
2020
Q4 		$56K Hold
455
– – 0.03% 178
2020
Q3 		$48K Buy
+455
New +$47.2K 0.03% 185

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

CVA Family Office's AJG Position: Q2 2026 in Review

CVA Family Office increased its Arthur J. Gallagher & Co (AJG) stake by 152% in Q2 2026, buying an estimated $44.8K and bringing the position to 350 shares worth $80.3K. The position accounts for 0.01% of the portfolio, ranked #520.

CVA Family Office first reported a position in AJG in Q3 2020 and has held it in 23 quarters since. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • CVA Family Office held 350 shares of Arthur J. Gallagher & Co worth $80.3K as of Q2 2026.
  • CVA Family Office bought 211 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $44.8K.
  • Arthur J. Gallagher & Co made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #520 holding.
  • CVA Family Office first reported a position in Arthur J. Gallagher & Co in Q3 2020 and has held it in 23 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.