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

Evergreen Capital 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	$773K	Buy	3,367 +766	+29%	+$163K	0.01%	662
2026 Q1	$563K	Buy	+2,601	New	+$601K	0.01%	717
2025 Q4	–	Sell	-970	Closed	-$300K	–	1420
2025 Q3	$300K	Buy	970 +197	+25%	+$59.4K	0.01%	973
2025 Q2	$247K	Buy	773 +6	+0.8%	+$1.98K	0.01%	898
2025 Q1	$265K	Buy	767 +32	+4%	+$10.1K	0.01%	826
2024 Q4	$209K	Buy	735 +3	+0.4%	+$873	0.01%	971
2024 Q3	$206K	Buy	+732	New	+$206K	0.01%	928

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 Capital Management's AJG Position: Q2 2026 in Review

Evergreen Capital Management increased its Arthur J. Gallagher & Co (AJG) stake by 29% in Q2 2026, buying an estimated $163K and bringing the position to 3,367 shares worth $773K. The position accounts for 0.01% of the portfolio, ranked #662.

Evergreen Capital Management first reported a position in AJG in Q3 2024 and has held it in 7 quarters since. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Evergreen Capital Management held 3,367 shares of Arthur J. Gallagher & Co worth $773K as of Q2 2026.
Evergreen Capital Management bought 766 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $163K.
Arthur J. Gallagher & Co made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #662 holding.
Evergreen Capital Management first reported a position in Arthur J. Gallagher & Co in Q3 2024 and has held it in 7 quarters since.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.