Evolve Private Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

Evolve Private Wealth’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	$823K	Buy	+3,583	New	+$761K	0.05%	340

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

Evolve Private Wealth's AJG Position: Q2 2026 in Review

Evolve Private Wealth opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 3,583 shares worth $823K. The stake represents 0.05% of the portfolio and ranks #340 among its holdings.

1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Evolve Private Wealth held 3,583 shares of Arthur J. Gallagher & Co worth $823K as of Q2 2026.
Arthur J. Gallagher & Co was a new Evolve Private Wealth position in Q2 2026.
Arthur J. Gallagher & Co made up 0.05% of Evolve Private Wealth's portfolio in Q2 2026, its #340 holding.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.