Evercore Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Evercore Wealth Management’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	$795K	Hold	3,464	–	–	0.01%	243
2026 Q1	$750K	Sell	3,464 -220	-6%	-$50.8K	0.01%	241
2025 Q4	$953K	Hold	3,684	–	–	0.01%	219
2025 Q3	$1.14M	Sell	3,684 -1,062	-22%	-$320K	0.02%	209
2025 Q2	$1.52M	Sell	4,746 -40	-0.8%	-$13.2K	0.02%	181
2025 Q1	$1.65M	Sell	4,786 -101	-2%	-$31.9K	0.03%	173
2024 Q4	$1.39M	Buy	4,887 +1	+0%	+$291	0.02%	190
2024 Q3	$1.37M	Hold	4,886	–	–	0.02%	193
2024 Q2	$1.27M	Sell	4,886 -403	-8%	-$100K	0.02%	199
2024 Q1	$1.32M	Sell	5,289 -277	-5%	-$66.6K	0.02%	195
2023 Q4	$1.25M	Buy	5,566 +67	+1%	+$15.9K	0.02%	204
2023 Q3	$1.25M	Buy	5,499 +3	+0.1%	+$671	0.02%	188
2023 Q2	$1.21M	Buy	5,496 +476	+9%	+$99.1K	0.02%	198
2023 Q1	$960K	Hold	5,020	–	–	0.02%	217
2022 Q4	$946K	Sell	5,020 -250	-5%	-$46.8K	0.02%	217
2022 Q3	$902K	Hold	5,270	–	–	0.02%	212
2022 Q2	$860K	Hold	5,270	–	–	0.02%	222
2022 Q1	$920K	Buy	5,270 +4	+0.1%	+$638	0.02%	232
2021 Q4	$893K	Hold	5,266	–	–	0.01%	235
2021 Q3	$783K	Hold	5,266	–	–	0.01%	245
2021 Q2	$737K	Sell	5,266 -24	-0.5%	-$3.39K	0.01%	254
2021 Q1	$660K	Buy	5,290 +24	+0.5%	+$2.9K	0.01%	261
2020 Q4	$651K	Hold	5,266	–	–	0.01%	257
2020 Q3	$556K	Sell	5,266 -1,476	-22%	-$153K	0.01%	253
2020 Q2	$658K	Buy	6,742 +10	+0.1%	+$885	0.02%	241
2020 Q1	$549K	Sell	6,732 -287	-4%	-$27.5K	0.02%	231
2019 Q4	$668K	Hold	7,019	–	–	0.02%	248
2019 Q3	$629K	Sell	7,019 -819	-10%	-$73.6K	0.02%	250
2019 Q2	$686K	Hold	7,838	–	–	0.02%	242
2019 Q1	$613K	Buy	7,838 +4,836	+161%	+$373K	0.02%	249
2018 Q4	$221K	Hold	3,002	–	–	0.01%	348
2018 Q3	$223K	Buy	+3,002	New	+$215K	0.01%	386
2018 Q2	–	Sell	-3,002	Closed	-$206K	–	405
2018 Q1	$206K	Hold	3,002	–	–	0.01%	339
2017 Q4	$190K	Hold	3,002	–	–	0.01%	371
2017 Q3	$185K	Buy	3,002 +236	+9%	+$13.9K	0.01%	374
2017 Q2	$158K	Sell	2,766 -440	-14%	-$24.9K	0.01%	398
2017 Q1	$181K	Hold	3,206	–	–	0.01%	382
2016 Q4	$167K	Hold	3,206	–	–	0.01%	408
2016 Q3	$163K	Hold	3,206	–	–	0.01%	414
2016 Q2	$153K	Sell	3,206 -1,000	-24%	-$46.4K	0.01%	406
2016 Q1	$187K	Hold	4,206	–	–	0.01%	368
2015 Q4	$172K	Sell	4,206 -10	-0.2%	-$430	0.01%	395
2015 Q3	$174K	Sell	4,216 -233	-5%	-$10.6K	0.01%	404
2015 Q2	$209K	Buy	4,449 +233	+6%	+$11.2K	0.01%	412
2015 Q1	$197K	Hold	4,216	–	–	0.01%	416
2014 Q4	$198K	Sell	4,216 -1	-0%	-$47	0.01%	361
2014 Q3	$191K	Sell	4,217 -1,300	-24%	-$59.8K	0.01%	403
2014 Q2	$258K	Hold	5,517	–	–	0.01%	356
2014 Q1	$262K	Sell	5,517 -1,350	-20%	-$63K	0.01%	338
2013 Q4	$321K	Buy	6,867 +500	+8%	+$23.2K	0.02%	316
2013 Q3	$278K	Sell	6,367 -400	-6%	-$17.6K	0.02%	363
2013 Q2	$295K	Buy	+6,767	New	+$293K	0.02%	352

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

Evercore Wealth Management's AJG Position: Q2 2026 in Review

Evercore Wealth Management held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 3,464 shares worth $795K. The position accounts for 0.01% of the portfolio, ranked #243.

Evercore Wealth Management first reported a position in AJG in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.65M in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Evercore Wealth Management held 3,464 shares of Arthur J. Gallagher & Co worth $795K as of Q2 2026.
Evercore Wealth Management left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
Arthur J. Gallagher & Co made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #243 holding.
Evercore Wealth Management first reported a position in Arthur J. Gallagher & Co in Q2 2013 and has held it in 52 quarters since.
Evercore Wealth Management's Arthur J. Gallagher & Co position peaked at $1.65M in Q1 2025.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.