Optivise Advisory Services
AJG icon

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
Q3 		$204K Sell
893
-67
-7% -$16.8K 0.1% 220
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Guinness Asset Management
Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return

Optivise Advisory Services's AJG Position: Q3 2026 in Review

Optivise Advisory Services reduced its Arthur J. Gallagher & Co (AJG) stake by 7% in Q3 2026, selling an estimated $16.8K and leaving 893 shares worth $204K. The position accounts for 0.1% of the portfolio, ranked #220.

Optivise Advisory Services first reported a position in AJG in Q2 2024 and has held it in 9 quarters since. The position peaked at $304K in Q1 2025. 823 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • Optivise Advisory Services held 893 shares of Arthur J. Gallagher & Co worth $204K as of Q3 2026.
  • Optivise Advisory Services sold 67 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $16.8K.
  • Arthur J. Gallagher & Co made up 0.1% of Optivise Advisory Services's portfolio in Q3 2026, its #220 holding.
  • Optivise Advisory Services first reported a position in Arthur J. Gallagher & Co in Q2 2024 and has held it in 9 quarters since.
  • Optivise Advisory Services's Arthur J. Gallagher & Co position peaked at $304K in Q1 2025.
  • 823 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.