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EP Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

EP Wealth Advisors’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 		– Sell
-2,652
Closed -$574K – 1720
2026
Q1 		$574K Sell
2,652
-567
-18% -$131K ﹤0.01% 844
2025
Q4 		$833K Buy
+3,219
New +$852K ﹤0.01% 670
2025
Q2 		$2.04M Buy
6,369
+4,298
+208% +$1.42M 0.01% 410
2025
Q1 		$715K Buy
2,071
+114
+6% +$36K 0.01% 591
2024
Q4 		$555K Sell
1,957
-226
-10% -$65.8K ﹤0.01% 655
2024
Q3 		$614K Buy
2,183
+1,061
+95% +$299K 0.01% 631
2024
Q2 		$291K Buy
1,122
+197
+21% +$48.9K ﹤0.01% 663
2024
Q1 		$231K Buy
+925
New +$222K ﹤0.01% 702
2022
Q3 		– Sell
-1,864
Closed -$304K – 351
2022
Q2 		$304K Buy
1,864
+297
+19% +$49.3K 0.01% 478
2022
Q1 		$274K Buy
1,567
+120
+8% +$19.1K 0.01% 502
2021
Q4 		$246K Sell
1,447
-246
-15% -$40.2K 0.01% 491
2021
Q3 		$252K Buy
+1,693
New +$242K 0.01% 469
2018
Q1 		– Sell
-3,410
Closed -$216K – 202
2017
Q4 		$216K Buy
3,410
+39
+1% +$2.49K 0.02% 180
2017
Q3 		$207K Buy
+3,371
New +$198K 0.02% 167
2017
Q1 		– Sell
-11,236
Closed -$584K – 161
2016
Q4 		$584K Buy
11,236
+35
+0.3% +$1.76K 0.09% 78
2016
Q3 		$570K Buy
11,201
+120
+1% +$5.92K 0.09% 75
2016
Q2 		$527K Hold
11,081
– – 0.08% 78
2016
Q1 		$493K Buy
+11,081
New +$442K 0.08% 79

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

EP Wealth Advisors's AJG Position: Q2 2026 in Review

EP Wealth Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 2,652 shares — an estimated $574K sold.

EP Wealth Advisors first reported a position in AJG in Q1 2016 and held it in 18 quarters. The position peaked at $2.04M in Q2 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • EP Wealth Advisors reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 2,652 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $574K.
  • EP Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2016 and held it in 18 quarters.
  • EP Wealth Advisors's Arthur J. Gallagher & Co position peaked at $2.04M in Q2 2025.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.