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

Heritage 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
Q1 		$508K Sell
2,346
-4,341
-65% -$1M 0.02% 124
2025
Q4 		$1.73M Buy
6,687
+5,189
+346% +$1.37M 0.07% 75
2025
Q3 		$464K Hold
1,498
– – 0.02% 134
2025
Q2 		$480K Hold
1,498
– – 0.02% 134
2025
Q1 		$517K Hold
1,498
– – 0.03% 124
2024
Q4 		$425K Hold
1,498
– – 0.02% 144
2024
Q3 		$421K Hold
1,498
– – 0.02% 154
2024
Q2 		$388K Hold
1,498
– – 0.02% 152
2024
Q1 		$375K Hold
1,498
– – 0.02% 164
2023
Q4 		$337K Hold
1,498
– – 0.02% 170
2023
Q3 		$341K Hold
1,498
– – 0.02% 158
2023
Q2 		$329K Hold
1,498
– – 0.02% 165
2023
Q1 		$287K Hold
1,498
– – 0.02% 176
2022
Q4 		$282K Hold
1,498
– – 0.02% 177
2022
Q3 		$256K Hold
1,498
– – 0.02% 174
2022
Q2 		$244K Hold
1,498
– – 0.02% 183
2022
Q1 		$262K Hold
1,498
– – 0.01% 176
2021
Q4 		$254K Hold
1,498
– – 0.01% 180
2021
Q3 		$223K Hold
1,498
– – 0.01% 191
2021
Q2 		$210K Hold
1,498
– – 0.01% 199
2021
Q1 		$187K Hold
1,498
– – 0.01% 209
2020
Q4 		$185K Buy
1,498
+22
+1% +$2.5K 0.01% 202
2020
Q3 		$156K Hold
1,476
– – 0.02% 165
2020
Q2 		$144K Hold
1,476
– – 0.02% 169
2020
Q1 		$120K Hold
1,476
– – 0.02% 175
2019
Q4 		$141K Sell
1,476
-95
-6% -$8.7K 0.02% 202
2019
Q3 		$140K Hold
1,571
– – 0.02% 186
2019
Q2 		$138K Hold
1,571
– – 0.02% 173
2019
Q1 		$123K Buy
1,571
+95
+6% +$7.32K 0.02% 160
2018
Q4 		$108K Hold
1,476
– – 0.02% 158
2018
Q3 		$109K Buy
+1,476
New +$106K 0.02% 154

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Advisors's AJG Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 65% in Q1 2026, selling an estimated $1M and leaving 2,346 shares worth $508K. The position accounts for 0.02% of the portfolio, ranked #124.

Heritage Wealth Advisors first reported a position in AJG in Q3 2018 and has held it in 31 quarters since. The position peaked at $1.73M in Q4 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Heritage Wealth Advisors held 2,346 shares of Arthur J. Gallagher & Co worth $508K as of Q1 2026.
  • Heritage Wealth Advisors sold 4,341 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $1M.
  • Arthur J. Gallagher & Co made up 0.02% of Heritage Wealth Advisors's portfolio in Q1 2026, its #124 holding.
  • Heritage Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2018 and has held it in 31 quarters since.
  • Heritage Wealth Advisors's Arthur J. Gallagher & Co position peaked at $1.73M in Q4 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.