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

Opal Wealth 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 		– Sell
-349
Closed -$75.6K – 240
2026
Q1 		$75.6K Buy
+349
New +$80.6K 0.02% 326
2025
Q3 		– Sell
-393
Closed -$126K – 207
2025
Q2 		$126K Sell
393
-60
-13% -$19.8K 0.03% 245
2025
Q1 		$156K Buy
+453
New +$143K 0.05% 207
2024
Q3 		– Sell
-633
Closed -$164K – 219
2024
Q2 		$164K Sell
633
-512
-45% -$127K 0.05% 207
2024
Q1 		$286K Sell
1,145
-370
-24% -$88.9K 0.1% 129
2023
Q4 		$341K Buy
1,515
+180
+13% +$42.6K 0.13% 115
2023
Q3 		$304K Buy
1,335
+132
+11% +$29.5K 0.18% 98
2023
Q2 		$264K Buy
1,203
+141
+13% +$29.3K 0.13% 114
2023
Q1 		$203K Buy
+1,062
New +$201K 0.12% 110

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Opal Wealth Advisors's AJG Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 349 shares — an estimated $75.6K sold.

Opal Wealth Advisors first reported a position in AJG in Q1 2023 and held it in 9 quarters. The position peaked at $341K in Q4 2023. 206 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 349 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $75.6K.
  • Opal Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2023 and held it in 9 quarters.
  • Opal Wealth Advisors's Arthur J. Gallagher & Co position peaked at $341K in Q4 2023.
  • 206 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.