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

Evergreen 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	-86	Closed	-$18.6K	–	35
2026 Q1	$18.6K	Buy	+86	New	+$19.9K	﹤0.01%	100

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

Evergreen Advisors's AJG Position: Q2 2026 in Review

Evergreen Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 86 shares — an estimated $18.6K sold.

Evergreen Advisors first reported a position in AJG in Q1 2026 and held it in 1 quarter. The position peaked at $18.6K in Q1 2026. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Evergreen Advisors reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
Evergreen Advisors sold 86 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $18.6K.
Evergreen Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2026 and held it in 1 quarter.
Evergreen Advisors's Arthur J. Gallagher & Co position peaked at $18.6K in Q1 2026.
1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.