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

Kovack 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
2025 Q2	–	Sell	-651	Closed	-$225K	–	621
2025 Q1	$225K	Buy	+651	New	+$206K	0.02%	502

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Kovack Advisors's AJG Position: Q2 2025 in Review

Kovack Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q2 2025, closing a stake of 651 shares — an estimated $225K sold.

Kovack Advisors first reported a position in AJG in Q1 2025 and held it in 1 quarter. The position peaked at $225K in Q1 2025. 1,378 funds tracked by Wall St. Rank hold AJG as of Q2 2025.

Kovack Advisors reported no remaining Arthur J. Gallagher & Co position as of Q2 2025 after selling out during the quarter.
Kovack Advisors sold 651 Arthur J. Gallagher & Co shares in Q2 2025, an estimated $225K.
Kovack Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2025 and held it in 1 quarter.
Kovack Advisors's Arthur J. Gallagher & Co position peaked at $225K in Q1 2025.
1,378 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2025.

Based on Kovack Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.