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

Fortis Capital 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
2025 Q2	–	Sell	-1,744	Closed	-$602K	–	241
2025 Q1	$602K	Buy	+1,744	New	+$551K	0.12%	140
2023 Q2	–	Sell	-5	Closed	-$957	–	126
2023 Q1	$957	Buy	+5	New	+$949	﹤0.01%	615

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fortis Capital Advisors's AJG Position: Q2 2025 in Review

Fortis Capital Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q2 2025, closing a stake of 1,744 shares — an estimated $602K sold.

Fortis Capital Advisors first reported a position in AJG in Q1 2023 and held it in 2 quarters. The position peaked at $602K in Q1 2025. 1,378 funds tracked by Wall St. Rank hold AJG as of Q2 2025.

Fortis Capital Advisors reported no remaining Arthur J. Gallagher & Co position as of Q2 2025 after selling out during the quarter.
Fortis Capital Advisors sold 1,744 Arthur J. Gallagher & Co shares in Q2 2025, an estimated $602K.
Fortis Capital Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2023 and held it in 2 quarters.
Fortis Capital Advisors's Arthur J. Gallagher & Co position peaked at $602K in Q1 2025.
1,378 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2025.

Based on Fortis Capital Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.