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

World Investment 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 		$1.45M Sell
6,647
-87
-1% -$18.5K 0.02% 582
2026
Q1 		$1.46M Sell
6,734
-772
-10% -$178K 0.02% 592
2025
Q4 		$1.94M Buy
7,506
+3,326
+80% +$881K 0.03% 474
2025
Q3 		$1.29M Buy
4,180
+509
+14% +$153K 0.03% 502
2025
Q2 		$1.18M Buy
3,671
+2,417
+193% +$797K 0.03% 486
2025
Q1 		$433K Buy
1,254
+234
+23% +$73.9K 0.01% 734
2024
Q4 		$290K Buy
+1,020
New +$297K 0.01% 836

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 $3.37T AUM 44.26% 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

World Investment Advisors's AJG Position: Q2 2026 in Review

World Investment Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 1.3% in Q2 2026, selling an estimated $18.5K and leaving 6,647 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #582.

World Investment Advisors first reported a position in AJG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.94M in Q4 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • World Investment Advisors held 6,647 shares of Arthur J. Gallagher & Co worth $1.45M as of Q2 2026.
  • World Investment Advisors sold 87 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $18.5K.
  • Arthur J. Gallagher & Co made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #582 holding.
  • World Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 7 quarters since.
  • World Investment Advisors's Arthur J. Gallagher & Co position peaked at $1.94M in Q4 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

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