Evelyn Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Evelyn Partners’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	$16M	Buy	+69,686	New	+$14.8M	0.03%	68

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Evelyn Partners's AJG Position: Q2 2026 in Review

Evelyn Partners opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 69,686 shares worth $16M. The stake represents 0.03% of the portfolio and ranks #68 among its holdings.

1,220 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Evelyn Partners held 69,686 shares of Arthur J. Gallagher & Co worth $16M as of Q2 2026.
Arthur J. Gallagher & Co was a new Evelyn Partners position in Q2 2026.
Arthur J. Gallagher & Co made up 0.03% of Evelyn Partners's portfolio in Q2 2026, its #68 holding.
1,220 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.