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Tred Avon Family Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

Tred Avon Family Wealth’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
Q1 		$697K Sell
3,216
-21
-0.6% -$4.85K 0.23% 130
2025
Q4 		$838K Buy
3,237
+33
+1% +$8.74K 0.27% 100
2025
Q3 		$992K Buy
+3,204
New +$966K 0.34% 79

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tred Avon Family Wealth's AJG Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its Arthur J. Gallagher & Co (AJG) stake by 0.65% in Q1 2026, selling an estimated $4.85K and leaving 3,216 shares worth $697K. The position accounts for 0.23% of the portfolio, ranked #130.

Tred Avon Family Wealth first reported a position in AJG in Q3 2025 and has held it in 3 quarters since. The position peaked at $992K in Q3 2025. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Tred Avon Family Wealth held 3,216 shares of Arthur J. Gallagher & Co worth $697K as of Q1 2026.
  • Tred Avon Family Wealth sold 21 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $4.85K.
  • Arthur J. Gallagher & Co made up 0.23% of Tred Avon Family Wealth's portfolio in Q1 2026, its #130 holding.
  • Tred Avon Family Wealth first reported a position in Arthur J. Gallagher & Co in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Arthur J. Gallagher & Co position peaked at $992K in Q3 2025.
  • 1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.