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GoalVest Advisory’s Arthur J. Gallagher & Co AJG Stock Holding History

GoalVest Advisory’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 		– Sell
-11
Closed -$2.52K – 728
2026
Q2 		$2.52K Buy
+11
New +$2.34K ﹤0.01% 439
2026
Q1 		– Sell
-115
Closed -$29.8K – 450
2025
Q4 		$29.8K Hold
115
– – 0.01% 295
2025
Q3 		$35.6K Hold
115
– – 0.01% 246
2025
Q2 		$36.8K Sell
115
-3
-3% -$989 0.01% 228
2025
Q1 		$40.7K Sell
118
-42
-26% -$13.3K 0.01% 197
2024
Q4 		$45.4K Hold
160
– – 0.01% 194
2024
Q3 		$45K Hold
160
– – 0.01% 199
2024
Q2 		$41.5K Sell
160
-48
-23% -$11.9K 0.01% 185
2024
Q1 		$52K Buy
208
+26
+14% +$6.25K 0.02% 194
2023
Q4 		$40.9K Sell
182
-258
-59% -$61.1K 0.02% 156
2023
Q3 		$100K Buy
440
+182
+71% +$40.7K 0.05% 105
2023
Q2 		$56.6K Buy
+258
New +$53.7K 0.03% 134
2022
Q2 		– Sell
-91
Closed -$16K – 306
2022
Q1 		$16K Buy
+91
New +$14.5K 0.01% 206

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

GoalVest Advisory's AJG Position: Q3 2026 in Review

GoalVest Advisory sold out of Arthur J. Gallagher & Co (AJG) in Q3 2026, closing a stake of 11 shares — an estimated $2.52K sold.

GoalVest Advisory first reported a position in AJG in Q1 2022 and held it in 13 quarters. The position peaked at $100K in Q3 2023. 61 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • GoalVest Advisory reported no remaining Arthur J. Gallagher & Co position as of Q3 2026 after selling out during the quarter.
  • GoalVest Advisory sold 11 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $2.52K.
  • GoalVest Advisory first reported a position in Arthur J. Gallagher & Co in Q1 2022 and held it in 13 quarters.
  • GoalVest Advisory's Arthur J. Gallagher & Co position peaked at $100K in Q3 2023.
  • 61 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.