Valley National Advisers’s Arthur J. Gallagher & Co AJG Stock Holding History

Valley National Advisers’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	$27.1K	Sell	118 -119	-50%	-$25.3K	﹤0.01%	478
2026 Q1	$51K	Sell	237 -25	-10%	-$5.77K	0.01%	405
2025 Q4	$67K	Buy	262 +7	+3%	+$1.85K	0.01%	368
2025 Q3	$78K	Sell	255 -73	-22%	-$22K	0.01%	333
2025 Q2	$104K	Buy	328 +89	+37%	+$29.3K	0.02%	298
2025 Q1	$81K	Buy	239 +148	+163%	+$46.7K	0.01%	314
2024 Q4	$25K	Buy	+91	New	+$26.5K	﹤0.01%	435
2024 Q3	–	Sell	-36	Closed	-$9K	–	748
2024 Q2	$9K	Sell	36 -3	-8%	-$744	﹤0.01%	635
2024 Q1	$9K	Sell	39 -2	-5%	-$481	﹤0.01%	654
2023 Q4	$9K	Buy	41 +36	+720%	+$8.53K	﹤0.01%	674
2023 Q3	$1K	Buy	+5	New	+$1.12K	﹤0.01%	875
2022 Q3	–	Sell	-33	Closed	-$6K	–	904
2022 Q2	$6K	Hold	33	–	–	﹤0.01%	634
2022 Q1	$6K	Sell	33 -35	-51%	-$5.58K	﹤0.01%	665
2021 Q4	$12K	Hold	68	–	–	﹤0.01%	575
2021 Q3	$10K	Hold	68	–	–	﹤0.01%	574
2021 Q2	$10K	Sell	68 -10	-13%	-$1.41K	﹤0.01%	574
2021 Q1	$10K	Hold	78	–	–	﹤0.01%	533
2020 Q4	$10K	Hold	78	–	–	﹤0.01%	518
2020 Q3	$8K	Hold	78	–	–	﹤0.01%	500
2020 Q2	$8K	Hold	78	–	–	﹤0.01%	495
2020 Q1	$6K	Hold	78	–	–	﹤0.01%	520
2019 Q4	$7K	Hold	78	–	–	﹤0.01%	562
2019 Q3	$7K	Hold	78	–	–	﹤0.01%	550
2019 Q2	$7K	Hold	78	–	–	﹤0.01%	511
2019 Q1	$6K	Sell	78 -14	-15%	-$1.08K	﹤0.01%	524
2018 Q4	$7K	Sell	92 -33	-26%	-$2.46K	﹤0.01%	481
2018 Q3	$9K	Hold	125	–	–	﹤0.01%	441
2018 Q2	$8K	Hold	125	–	–	﹤0.01%	434
2018 Q1	$9K	Hold	125	–	–	﹤0.01%	413
2017 Q4	$8K	Hold	125	–	–	﹤0.01%	428
2017 Q3	$8K	Hold	125	–	–	﹤0.01%	426
2017 Q2	$7K	Hold	125	–	–	﹤0.01%	440
2017 Q1	$7K	Hold	125	–	–	﹤0.01%	442
2016 Q4	$6K	Hold	125	–	–	﹤0.01%	459
2016 Q3	$6K	Hold	125	–	–	﹤0.01%	433
2016 Q2	$6K	Hold	125	–	–	﹤0.01%	432
2016 Q1	$6K	Hold	125	–	–	﹤0.01%	418
2015 Q4	$5K	Hold	125	–	–	﹤0.01%	437
2015 Q3	$5K	Hold	125	–	–	﹤0.01%	439
2015 Q2	$6K	Hold	125	–	–	﹤0.01%	430
2015 Q1	$6K	Hold	125	–	–	﹤0.01%	424
2014 Q4	$6K	Buy	+125	New	+$5.86K	﹤0.01%	315

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

Valley National Advisers's AJG Position: Q2 2026 in Review

Valley National Advisers reduced its Arthur J. Gallagher & Co (AJG) stake by 50% in Q2 2026, selling an estimated $25.3K and leaving 118 shares worth $27.1K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Valley National Advisers first reported a position in AJG in Q4 2014 and has held it in 42 quarters since. The position peaked at $104K in Q2 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Valley National Advisers held 118 shares of Arthur J. Gallagher & Co worth $27.1K as of Q2 2026.
Valley National Advisers sold 119 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $25.3K.
Arthur J. Gallagher & Co made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #478 holding.
Valley National Advisers first reported a position in Arthur J. Gallagher & Co in Q4 2014 and has held it in 42 quarters since.
Valley National Advisers's Arthur J. Gallagher & Co position peaked at $104K in Q2 2025.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.