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Mount Yale Investment Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Mount Yale Investment 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 		$413K Sell
1,797
-518
-22% -$110K 0.01% 854
2026
Q1 		$501K Buy
+2,315
New +$535K 0.01% 717
2025
Q4 		– Sell
-1,442
Closed -$447K – 723
2025
Q3 		$447K Sell
1,442
-456
-24% -$137K 0.03% 441
2025
Q2 		$608K Buy
1,898
+371
+24% +$122K 0.05% 302
2025
Q1 		$527K Buy
1,527
+77
+5% +$24.3K 0.05% 317
2024
Q4 		$412K Sell
1,450
-302
-17% -$87.9K 0.03% 372
2024
Q3 		$493K Sell
1,752
-24
-1% -$6.77K 0.05% 348
2024
Q2 		$461K Buy
1,776
+182
+11% +$45.2K 0.04% 357
2024
Q1 		$399K Sell
1,594
-57
-3% -$13.7K 0.03% 394
2023
Q4 		$371K Sell
1,651
-249
-13% -$59K 0.04% 374
2023
Q3 		$433K Buy
1,900
+261
+16% +$58.4K 0.05% 327
2023
Q2 		$360K Sell
1,639
-14
-0.8% -$2.91K 0.04% 356
2023
Q1 		$316K Buy
+1,653
New +$314K 0.04% 367

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

Mount Yale Investment Advisors's AJG Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 22% in Q2 2026, selling an estimated $110K and leaving 1,797 shares worth $413K. The position accounts for 0.01% of the portfolio, ranked #854.

Mount Yale Investment Advisors first reported a position in AJG in Q1 2023 and has held it in 13 quarters since. The position peaked at $608K in Q2 2025. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Mount Yale Investment Advisors held 1,797 shares of Arthur J. Gallagher & Co worth $413K as of Q2 2026.
  • Mount Yale Investment Advisors sold 518 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $110K.
  • Arthur J. Gallagher & Co made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #854 holding.
  • Mount Yale Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2023 and has held it in 13 quarters since.
  • Mount Yale Investment Advisors's Arthur J. Gallagher & Co position peaked at $608K in Q2 2025.
  • 1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.