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

Foster Victor 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 		$228K Sell
897
-74
-8% -$15.7K 0.01% 239
2026
Q1 		$213K Buy
971
+71
+8% +$16.4K 0.01% 234
2025
Q4 		$233K Buy
900
+5
+0.6% +$1.32K 0.01% 224
2025
Q3 		$278K Buy
+895
New +$270K 0.02% 183

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

Foster Victor Wealth Advisors's AJG Position: Q2 2026 in Review

Foster Victor Wealth Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 7.6% in Q2 2026, selling an estimated $15.7K and leaving 897 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #239.

Foster Victor Wealth Advisors first reported a position in AJG in Q3 2025 and has held it in 4 quarters since. The position peaked at $278K in Q3 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Foster Victor Wealth Advisors held 897 shares of Arthur J. Gallagher & Co worth $228K as of Q2 2026.
  • Foster Victor Wealth Advisors sold 74 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $15.7K.
  • Arthur J. Gallagher & Co made up 0.01% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #239 holding.
  • Foster Victor Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2025 and has held it in 4 quarters since.
  • Foster Victor Wealth Advisors's Arthur J. Gallagher & Co position peaked at $278K in Q3 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.