EWA
AJG icon

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

EverSource Wealth 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 		$437K Sell
1,904
-551
-22% -$117K 0.01% 613
2026
Q1 		$532K Sell
2,455
-340
-12% -$78.5K 0.02% 583
2025
Q4 		$723K Sell
2,795
-676
-19% -$179K 0.03% 417
2025
Q3 		$1.08M Buy
3,471
+138
+4% +$41.6K 0.04% 295
2025
Q2 		$1.07M Buy
3,333
+475
+17% +$157K 0.05% 262
2025
Q1 		$987K Buy
2,858
+742
+35% +$234K 0.05% 251
2024
Q4 		$601K Buy
2,116
+554
+35% +$161K 0.03% 333
2024
Q3 		$440K Buy
1,562
+188
+14% +$53K 0.03% 355
2024
Q2 		$389K Buy
1,374
+319
+30% +$79.1K 0.03% 364
2024
Q1 		$248K Buy
1,055
+95
+10% +$22.8K 0.02% 432
2023
Q4 		$216K Buy
960
+70
+8% +$16.6K 0.02% 417
2023
Q3 		$203K Buy
890
+35
+4% +$7.83K 0.02% 393
2023
Q2 		$188K Buy
855
+32
+4% +$6.66K 0.02% 409
2023
Q1 		$158K Buy
823
+71
+9% +$13.5K 0.02% 418
2022
Q4 		$142K Sell
752
-116
-13% -$21.7K 0.02% 419
2022
Q3 		$149K Sell
868
-36
-4% -$6.39K 0.03% 343
2022
Q2 		$148K Buy
904
+285
+46% +$47.3K 0.04% 300
2022
Q1 		$108K Buy
619
+317
+105% +$50.5K 0.03% 321
2021
Q4 		$52K Buy
+302
New +$49.4K 0.01% 419

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's AJG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 22% in Q2 2026, selling an estimated $117K and leaving 1,904 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #613.

EverSource Wealth Advisors first reported a position in AJG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.08M in Q3 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • EverSource Wealth Advisors held 1,904 shares of Arthur J. Gallagher & Co worth $437K as of Q2 2026.
  • EverSource Wealth Advisors sold 551 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $117K.
  • Arthur J. Gallagher & Co made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #613 holding.
  • EverSource Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Arthur J. Gallagher & Co position peaked at $1.08M in Q3 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.