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Savvy Advisors Inc’s Arthur J. Gallagher & Co AJG Stock Holding History

Savvy Advisors Inc’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 		$966K Buy
4,209
+575
+16% +$122K 0.02% 538
2026
Q1 		$787K Buy
3,634
+2,232
+159% +$516K 0.02% 503
2025
Q4 		$363K Buy
1,402
+167
+14% +$44.2K 0.01% 692
2025
Q3 		$382K Sell
1,235
-123
-9% -$37.1K 0.02% 524
2025
Q2 		$435K Buy
1,358
+208
+18% +$68.6K 0.03% 384
2025
Q1 		$397K Sell
1,150
-76
-6% -$24K 0.04% 329
2024
Q4 		$348K Buy
1,226
+96
+8% +$27.9K 0.04% 307
2024
Q3 		$318K Buy
1,130
+236
+26% +$66.6K 0.06% 251
2024
Q2 		$232K Buy
+894
New +$222K 0.08% 262

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Savvy Advisors Inc's AJG Position: Q2 2026 in Review

Savvy Advisors Inc increased its Arthur J. Gallagher & Co (AJG) stake by 16% in Q2 2026, buying an estimated $122K and bringing the position to 4,209 shares worth $966K. The position accounts for 0.02% of the portfolio, ranked #538.

Savvy Advisors Inc first reported a position in AJG in Q2 2024 and has held it in 9 quarters since. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Savvy Advisors Inc held 4,209 shares of Arthur J. Gallagher & Co worth $966K as of Q2 2026.
  • Savvy Advisors Inc bought 575 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $122K.
  • Arthur J. Gallagher & Co made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #538 holding.
  • Savvy Advisors Inc first reported a position in Arthur J. Gallagher & Co in Q2 2024 and has held it in 9 quarters since.
  • 1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.