Ellevest Inc
AJG icon

Ellevest Inc’s Arthur J. Gallagher & Co AJG Stock Holding History

Ellevest Inc’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 		$285K Sell
1,250
-253
-17% -$63.4K 0.03% 349
2026
Q2 		$345K Sell
1,503
-48
-3% -$10.2K 0.04% 328
2026
Q1 		$336K Sell
1,551
-566
-27% -$131K 0.05% 304
2025
Q4 		$548K Buy
2,117
+396
+23% +$105K 0.08% 203
2025
Q3 		$533K Buy
1,721
+54
+3% +$16.3K 0.08% 209
2025
Q2 		$534K Sell
1,667
-604
-27% -$199K 0.09% 185
2025
Q1 		$784K Buy
2,271
+568
+33% +$179K 0.05% 127
2024
Q4 		$483K Buy
1,703
+326
+24% +$94.9K 0.03% 204
2024
Q3 		$387K Sell
1,377
-122
-8% -$34.4K 0.02% 271
2024
Q2 		$389K Sell
1,499
-593
-28% -$147K 0.02% 261
2024
Q1 		$523K Buy
2,092
+12
+0.6% +$2.88K 0.03% 188
2023
Q4 		$468K Sell
2,080
-6
-0.3% -$1.42K 0.03% 195
2023
Q3 		$475K Sell
2,086
-96
-4% -$21.5K 0.04% 162
2023
Q2 		$479K Buy
2,182
+614
+39% +$128K 0.04% 162
2023
Q1 		$300K Sell
1,568
-44
-3% -$8.35K 0.02% 234
2022
Q4 		$304K Buy
1,612
+138
+9% +$25.8K 0.03% 227
2022
Q3 		$252K Sell
1,474
-3
-0.2% -$533 0.02% 229
2022
Q2 		$241K Buy
1,477
+1,156
+360% +$192K 0.02% 246
2022
Q1 		$56K Buy
321
+41
+15% +$6.54K ﹤0.01% 498
2021
Q4 		$48K Buy
280
+66
+31% +$10.8K ﹤0.01% 518
2021
Q3 		$32K Sell
214
-6
-3% -$859 ﹤0.01% 568
2021
Q2 		$31K Buy
220
+11
+5% +$1.55K ﹤0.01% 560
2021
Q1 		$26K Sell
209
-26
-11% -$3.14K ﹤0.01% 608
2020
Q4 		$29K Buy
235
+20
+9% +$2.28K ﹤0.01% 555
2020
Q3 		$23K Sell
215
-81
-27% -$8.4K ﹤0.01% 499
2020
Q2 		$29K Sell
296
-36
-11% -$3.19K 0.01% 437
2020
Q1 		$27K Buy
332
+178
+116% +$17K 0.01% 370
2019
Q4 		$15K Buy
+154
New +$14.1K ﹤0.01% 462

Other funds holding AJG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Guinness Asset Management
Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return

Ellevest Inc's AJG Position: Q3 2026 in Review

Ellevest Inc reduced its Arthur J. Gallagher & Co (AJG) stake by 17% in Q3 2026, selling an estimated $63.4K and leaving 1,250 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #349.

Ellevest Inc first reported a position in AJG in Q4 2019 and has held it in 28 quarters since. The position peaked at $784K in Q1 2025. 823 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • Ellevest Inc held 1,250 shares of Arthur J. Gallagher & Co worth $285K as of Q3 2026.
  • Ellevest Inc sold 253 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $63.4K.
  • Arthur J. Gallagher & Co made up 0.03% of Ellevest Inc's portfolio in Q3 2026, its #349 holding.
  • Ellevest Inc first reported a position in Arthur J. Gallagher & Co in Q4 2019 and has held it in 28 quarters since.
  • Ellevest Inc's Arthur J. Gallagher & Co position peaked at $784K in Q1 2025.
  • 823 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.