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

Investmark Advisory 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	–	Sell	-931	Closed	-$202K	–	149
2026 Q1	$202K	Buy	931 +1	+0.1%	+$231	0.09%	134
2025 Q4	$241K	Buy	930 +1	+0.1%	+$265	0.1%	123
2025 Q3	$288K	Buy	929 +1	+0.1%	+$301	0.12%	110
2025 Q2	$297K	Hold	928	–	–	0.14%	103
2025 Q1	$321K	Buy	928 +1	+0.1%	+$316	0.16%	92
2024 Q4	$263K	Hold	927	–	–	0.13%	102
2024 Q3	$261K	Buy	927 +1	+0.1%	+$282	0.13%	103
2024 Q2	$240K	Hold	926	–	–	0.13%	100
2024 Q1	$231K	Buy	926 +1	+0.1%	+$240	0.13%	104
2023 Q4	$208K	Buy	+925	New	+$219K	0.12%	114
2022 Q1	–	Sell	-729	Closed	-$123K	–	99
2021 Q4	$123K	Buy	+729	New	+$119K	0.12%	109

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

Investmark Advisory Group's AJG Position: Q2 2026 in Review

Investmark Advisory Group sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 931 shares — an estimated $202K sold.

Investmark Advisory Group first reported a position in AJG in Q4 2021 and held it in 11 quarters. The position peaked at $321K in Q1 2025. 1,292 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Investmark Advisory Group reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
Investmark Advisory Group sold 931 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $202K.
Investmark Advisory Group first reported a position in Arthur J. Gallagher & Co in Q4 2021 and held it in 11 quarters.
Investmark Advisory Group's Arthur J. Gallagher & Co position peaked at $321K in Q1 2025.
1,292 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.