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

Addison 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 Q1	$5.2K	Sell	24 -6	-20%	-$1.39K	﹤0.01%	731
2025 Q4	$7.76K	Sell	30 -6	-17%	-$1.59K	﹤0.01%	653
2025 Q3	$11.2K	Sell	36 -7	-16%	-$2.11K	﹤0.01%	623
2025 Q2	$13.8K	Buy	43 +19	+79%	+$6.26K	﹤0.01%	586
2025 Q1	$8.29K	Hold	24	–	–	﹤0.01%	607
2024 Q4	$6.81K	Hold	24	–	–	﹤0.01%	634
2024 Q3	$6.75K	Hold	24	–	–	﹤0.01%	638
2024 Q2	$6.22K	Buy	+24	New	+$5.95K	﹤0.01%	611
2023 Q1	–	Sell	-4	Closed	-$754	–	632
2022 Q4	$754	Hold	4	–	–	﹤0.01%	644
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	581
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	566
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	600
2021 Q4	$1K	Buy	+4	New	+$654	﹤0.01%	549

Other funds holding AJG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Addison Advisors's AJG Position: Q1 2026 in Review

Addison Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 20% in Q1 2026, selling an estimated $1.39K and leaving 24 shares worth $5.2K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Addison Advisors first reported a position in AJG in Q4 2021 and has held it in 13 quarters since. The position peaked at $13.8K in Q2 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Addison Advisors held 24 shares of Arthur J. Gallagher & Co worth $5.2K as of Q1 2026.
Addison Advisors sold 6 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $1.39K.
Arthur J. Gallagher & Co made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #731 holding.
Addison Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2021 and has held it in 13 quarters since.
Addison Advisors's Arthur J. Gallagher & Co position peaked at $13.8K in Q2 2025.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.