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Everhart Financial Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Everhart Financial Group’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
Q3 		$268K Buy
+1,175
New +$295K 0.02% 406
2025
Q4 		– Sell
-661
Closed -$205K – 418
2025
Q3 		$205K Buy
+661
New +$199K 0.02% 376

Other funds holding AJG

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
HA
Heffernan Advisory Flagstaff, Arizona $149M AUM 6.92% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Everhart Financial Group's AJG Position: Q3 2026 in Review

Everhart Financial Group opened a new position in Arthur J. Gallagher & Co (AJG) in Q3 2026: 1,175 shares worth $268K. The stake represents 0.02% of the portfolio and ranks #406 among its holdings. This is a return to the name: Everhart Financial Group previously reported a position in AJG as recently as Q3 2025.

Everhart Financial Group first reported a position in AJG in Q3 2025 and has held it in 2 quarters since. 154 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • Everhart Financial Group held 1,175 shares of Arthur J. Gallagher & Co worth $268K as of Q3 2026.
  • Arthur J. Gallagher & Co was a new Everhart Financial Group position in Q3 2026.
  • Arthur J. Gallagher & Co made up 0.02% of Everhart Financial Group's portfolio in Q3 2026, its #406 holding.
  • Everhart Financial Group first reported a position in Arthur J. Gallagher & Co in Q3 2025 and has held it in 2 quarters since.
  • 154 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.