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

Provenance 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	$1.61K	Hold	7	–	–	﹤0.01%	467
2026 Q1	$1.52K	Hold	7	–	–	﹤0.01%	384
2025 Q4	$1.81K	Hold	7	–	–	﹤0.01%	388
2025 Q3	$2.17K	Hold	7	–	–	﹤0.01%	396
2025 Q2	$2.24K	Hold	7	–	–	﹤0.01%	381
2025 Q1	$2.42K	Hold	7	–	–	﹤0.01%	392
2024 Q4	$1.99K	Hold	7	–	–	﹤0.01%	423
2024 Q3	$1.97K	Hold	7	–	–	﹤0.01%	463
2024 Q2	$1.81K	Hold	7	–	–	﹤0.01%	384
2024 Q1	$1.75K	Hold	7	–	–	﹤0.01%	423
2023 Q4	$1.57K	Buy	7 +1	+17%	+$237	﹤0.01%	486
2023 Q3	$1.37K	Buy	+6	New	+$1.34K	﹤0.01%	362

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Provenance Wealth Advisors held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 7 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Provenance Wealth Advisors first reported a position in AJG in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.42K in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Provenance Wealth Advisors held 7 shares of Arthur J. Gallagher & Co worth $1.61K as of Q2 2026.
Provenance Wealth Advisors left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
Arthur J. Gallagher & Co made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #467 holding.
Provenance Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2023 and has held it in 12 quarters since.
Provenance Wealth Advisors's Arthur J. Gallagher & Co position peaked at $2.42K in Q1 2025.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.