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 Q2	$344K	Sell	1,498 -848	-36%	-$180K	0.01%	175
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heritage Wealth Advisors's AJG Position: Q2 2026 in Review

Heritage Wealth Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 36% in Q2 2026, selling an estimated $180K and leaving 1,498 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #175.

Heritage Wealth Advisors first reported a position in AJG in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.73M in Q4 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Heritage Wealth Advisors held 1,498 shares of Arthur J. Gallagher & Co worth $344K as of Q2 2026.
Heritage Wealth Advisors sold 848 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $180K.
Arthur J. Gallagher & Co made up 0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #175 holding.
Heritage Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2018 and has held it in 32 quarters since.
Heritage Wealth Advisors's Arthur J. Gallagher & Co position peaked at $1.73M in Q4 2025.
1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.