IAA
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Independent Advisor Alliance’s Arthur J. Gallagher & Co AJG Stock Holding History

Independent Advisor Alliance’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 		$882K Sell
3,842
-90
-2% -$19.1K 0.02% 499
2026
Q1 		$852K Sell
3,932
-365
-8% -$84.3K 0.01% 902
2025
Q4 		$1.11M Sell
4,297
-134
-3% -$35.5K 0.03% 446
2025
Q3 		$1.37M Sell
4,431
-1,104
-20% -$333K 0.04% 373
2025
Q2 		$1.77M Buy
5,535
+1,359
+33% +$448K 0.05% 305
2025
Q1 		$1.44M Buy
4,176
+122
+3% +$38.5K 0.05% 304
2024
Q4 		$1.15M Buy
4,054
+477
+13% +$139K 0.02% 691
2024
Q3 		$1.01M Buy
3,577
+1,089
+44% +$307K 0.04% 329
2024
Q2 		$645K Buy
2,488
+1,003
+68% +$249K 0.02% 404
2024
Q1 		$371K Buy
+1,485
New +$357K 0.01% 521

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 $3.38T AUM 44.17% 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

Independent Advisor Alliance's AJG Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Arthur J. Gallagher & Co (AJG) stake by 2.3% in Q2 2026, selling an estimated $19.1K and leaving 3,842 shares worth $882K. The position accounts for 0.02% of the portfolio, ranked #499.

Independent Advisor Alliance first reported a position in AJG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.77M in Q2 2025. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Independent Advisor Alliance held 3,842 shares of Arthur J. Gallagher & Co worth $882K as of Q2 2026.
  • Independent Advisor Alliance sold 90 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $19.1K.
  • Arthur J. Gallagher & Co made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #499 holding.
  • Independent Advisor Alliance first reported a position in Arthur J. Gallagher & Co in Q1 2024 and has held it in 10 quarters since.
  • Independent Advisor Alliance's Arthur J. Gallagher & Co position peaked at $1.77M in Q2 2025.
  • 1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.