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

Waverly 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	$1.17M	Sell	5,114 -576	-10%	-$122K	0.01%	832
2026 Q1	$1.23M	Buy	5,690 +524	+10%	+$121K	0.01%	773
2025 Q4	$1.34M	Buy	5,166 +3,210	+164%	+$850K	0.01%	682
2025 Q3	$606K	Sell	1,956 -78	-4%	-$23.5K	0.01%	785
2025 Q2	$651K	Buy	2,034 +210	+12%	+$69.2K	0.01%	732
2025 Q1	$630K	Buy	1,824 +2	+0.1%	+$632	0.01%	719
2024 Q4	$517K	Buy	+1,822	New	+$530K	0.01%	676
2018 Q4	–	Sell	-7,490	Closed	-$558K	–	120
2018 Q3	$558K	Hold	7,490	–	–	0.08%	115
2018 Q2	$489K	Hold	7,490	–	–	0.08%	118
2018 Q1	$515K	Hold	7,490	–	–	0.08%	113
2017 Q4	$474K	Buy	7,490 +252	+3%	+$16.1K	0.07%	148
2017 Q3	$445K	Buy	7,238 +301	+4%	+$17.7K	0.1%	142
2017 Q2	$397K	Hold	6,937	–	–	0.1%	151
2017 Q1	$392K	Buy	+6,937	New	+$382K	0.1%	148
2014 Q4	–	Sell	-8,130	Closed	-$369K	–	417
2014 Q3	$369K	Hold	8,130	–	–	0.2%	68
2014 Q2	$379K	Hold	8,130	–	–	0.16%	73
2014 Q1	$387K	Hold	8,130	–	–	0.17%	70
2013 Q4	$382K	Buy	+8,130	New	+$378K	0.13%	91

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

Waverly Advisors's AJG Position: Q2 2026 in Review

Waverly Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 10% in Q2 2026, selling an estimated $122K and leaving 5,114 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #832.

Waverly Advisors first reported a position in AJG in Q4 2013 and has held it in 18 quarters since. The position peaked at $1.34M in Q4 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Waverly Advisors held 5,114 shares of Arthur J. Gallagher & Co worth $1.17M as of Q2 2026.
Waverly Advisors sold 576 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $122K.
Arthur J. Gallagher & Co made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #832 holding.
Waverly Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2013 and has held it in 18 quarters since.
Waverly Advisors's Arthur J. Gallagher & Co position peaked at $1.34M in Q4 2025.
1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.