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Optivise Advisory Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Optivise Advisory Services’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 		$220K Buy
+960
New +$204K 0.11% 200
2026
Q1 		– Sell
-989
Closed -$256K – 186
2025
Q4 		$256K Buy
989
+301
+44% +$79.7K 0.15% 156
2025
Q3 		$213K Sell
688
-3
-0.4% -$904 0.13% 177
2025
Q2 		$221K Sell
691
-191
-22% -$63K 0.11% 186
2025
Q1 		$304K Sell
882
-167
-16% -$52.8K 0.17% 125
2024
Q4 		$298K Buy
1,049
+61
+6% +$17.8K 0.16% 130
2024
Q3 		$278K Sell
988
-164
-14% -$46.3K 0.15% 131
2024
Q2 		$299K Buy
+1,152
New +$286K 0.16% 128

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Optivise Advisory Services's AJG Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 960 shares worth $220K. The stake represents 0.11% of the portfolio and ranks #200 among its holdings. This is a return to the name: Optivise Advisory Services previously reported a position in AJG as recently as Q4 2025.

Optivise Advisory Services first reported a position in AJG in Q2 2024 and has held it in 8 quarters since. The position peaked at $304K in Q1 2025. 348 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Optivise Advisory Services held 960 shares of Arthur J. Gallagher & Co worth $220K as of Q2 2026.
  • Arthur J. Gallagher & Co was a new Optivise Advisory Services position in Q2 2026.
  • Arthur J. Gallagher & Co made up 0.11% of Optivise Advisory Services's portfolio in Q2 2026, its #200 holding.
  • Optivise Advisory Services first reported a position in Arthur J. Gallagher & Co in Q2 2024 and has held it in 8 quarters since.
  • Optivise Advisory Services's Arthur J. Gallagher & Co position peaked at $304K in Q1 2025.
  • 348 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.