GVAG
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Great Valley Advisor Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Great Valley Advisor Group’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 		$230K Sell
1,003
-236
-19% -$50.1K ﹤0.01% 934
2026
Q1 		$269K Sell
1,239
-131
-10% -$30.3K ﹤0.01% 858
2025
Q4 		$354K Sell
1,370
-2,543
-65% -$673K 0.01% 734
2025
Q3 		$1.21M Buy
3,913
+1,480
+61% +$446K 0.02% 439
2025
Q2 		$778K Sell
2,433
-450
-16% -$148K 0.02% 503
2025
Q1 		$995K Sell
2,883
-13,464
-82% -$4.25M 0.02% 452
2024
Q4 		$4.64M Buy
16,347
+1,588
+11% +$462K 0.1% 184
2024
Q3 		$4.15M Buy
14,759
+4,388
+42% +$1.24M 0.1% 207
2024
Q2 		$2.69M Buy
10,371
+2,168
+26% +$538K 0.08% 243
2024
Q1 		$2.05M Buy
8,203
+2,471
+43% +$594K 0.06% 271
2023
Q4 		$1.29M Buy
5,732
+3,666
+177% +$868K 0.05% 304
2023
Q3 		$471K Buy
2,066
+891
+76% +$199K 0.02% 447
2023
Q2 		$257K Buy
1,175
+20
+2% +$4.16K 0.01% 597
2023
Q1 		$221K Buy
+1,155
New +$219K 0.01% 630

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

Great Valley Advisor Group's AJG Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Arthur J. Gallagher & Co (AJG) stake by 19% in Q2 2026, selling an estimated $50.1K and leaving 1,003 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Great Valley Advisor Group first reported a position in AJG in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.64M in Q4 2024. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Great Valley Advisor Group held 1,003 shares of Arthur J. Gallagher & Co worth $230K as of Q2 2026.
  • Great Valley Advisor Group sold 236 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $50.1K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #934 holding.
  • Great Valley Advisor Group first reported a position in Arthur J. Gallagher & Co in Q1 2023 and has held it in 14 quarters since.
  • Great Valley Advisor Group's Arthur J. Gallagher & Co position peaked at $4.64M in Q4 2024.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.