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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
Q2 		$735K Sell
3,202
-14
-0.4% -$2.97K 0.23% 136
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

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

Tred Avon Family Wealth's AJG Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its Arthur J. Gallagher & Co (AJG) stake by 0.44% in Q2 2026, selling an estimated $2.97K and leaving 3,202 shares worth $735K. The position accounts for 0.23% of the portfolio, ranked #136.

Tred Avon Family Wealth first reported a position in AJG in Q3 2025 and has held it in 4 quarters since. The position peaked at $992K in Q3 2025. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Tred Avon Family Wealth held 3,202 shares of Arthur J. Gallagher & Co worth $735K as of Q2 2026.
  • Tred Avon Family Wealth sold 14 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $2.97K.
  • Arthur J. Gallagher & Co made up 0.23% of Tred Avon Family Wealth's portfolio in Q2 2026, its #136 holding.
  • Tred Avon Family Wealth first reported a position in Arthur J. Gallagher & Co in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's Arthur J. Gallagher & Co position peaked at $992K in Q3 2025.
  • 1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.