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

NorthAvenue LLC’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 Q1	–	Sell	-2	Closed	-$518	–	272
2025 Q4	$518	Buy	+2	New	+$529	﹤0.01%	265

Other funds holding AJG

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

NorthAvenue LLC's AJG Position: Q1 2026 in Review

NorthAvenue LLC sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 2 shares — an estimated $518 sold.

NorthAvenue LLC first reported a position in AJG in Q4 2025 and held it in 1 quarter. The position peaked at $518 in Q4 2025. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

NorthAvenue LLC reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
NorthAvenue LLC sold 2 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $518.
NorthAvenue LLC first reported a position in Arthur J. Gallagher & Co in Q4 2025 and held it in 1 quarter.
NorthAvenue LLC's Arthur J. Gallagher & Co position peaked at $518 in Q4 2025.
1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on NorthAvenue LLC's 13F filing for Q1 2026, filed 15 Apr 2026.