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INVST’s Arthur J. Gallagher & Co AJG Stock Holding History

INVST’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 		$1.12M Buy
+4,866
New +$1.03M 0.11% 146

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

INVST's AJG Position: Q2 2026 in Review

INVST opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 4,866 shares worth $1.12M. The stake represents 0.11% of the portfolio and ranks #146 among its holdings.

1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • INVST held 4,866 shares of Arthur J. Gallagher & Co worth $1.12M as of Q2 2026.
  • Arthur J. Gallagher & Co was a new INVST position in Q2 2026.
  • Arthur J. Gallagher & Co made up 0.11% of INVST's portfolio in Q2 2026, its #146 holding.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.