Envestnet Portfolio Solutions’s Arthur J. Gallagher & Co AJG Stock Holding History

Envestnet Portfolio Solutions’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	$1.4M	Sell	6,116 -3,256	-35%	-$691K	0.01%	581
2026 Q1	$2.03M	Sell	9,372 -17,791	-65%	-$4.11M	0.01%	451
2025 Q4	$7.03M	Sell	27,163 -42,022	-61%	-$11.1M	0.02%	308
2025 Q3	$21.4M	Sell	69,185 -2,749	-4%	-$829K	0.08%	127
2025 Q2	$23M	Buy	71,934 +9,283	+15%	+$3.06M	0.08%	116
2025 Q1	$21.6M	Sell	62,651 -19,060	-23%	-$6.02M	0.08%	114
2024 Q4	$23.2M	Sell	81,711 -1,430	-2%	-$416K	0.08%	124
2024 Q3	$23.4M	Sell	83,141 -2,817	-3%	-$794K	0.08%	128
2024 Q2	$22.3M	Buy	85,958 +1,053	+1%	+$261K	0.08%	127
2024 Q1	$21.2M	Buy	84,905 +5,401	+7%	+$1.3M	0.08%	126
2023 Q4	$17.9M	Buy	79,504 +25,617	+48%	+$6.07M	0.07%	131
2023 Q3	$12.3M	Buy	+53,887	New	+$12.1M	0.06%	161

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Envestnet Portfolio Solutions's AJG Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Arthur J. Gallagher & Co (AJG) stake by 35% in Q2 2026, selling an estimated $691K and leaving 6,116 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #581.

Envestnet Portfolio Solutions first reported a position in AJG in Q3 2023 and has held it in 12 quarters since. The position peaked at $23.4M in Q3 2024. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Envestnet Portfolio Solutions held 6,116 shares of Arthur J. Gallagher & Co worth $1.4M as of Q2 2026.
Envestnet Portfolio Solutions sold 3,256 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $691K.
Arthur J. Gallagher & Co made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #581 holding.
Envestnet Portfolio Solutions first reported a position in Arthur J. Gallagher & Co in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Arthur J. Gallagher & Co position peaked at $23.4M in Q3 2024.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.