Advisor OS’s Arthur J. Gallagher & Co AJG Stock Holding History

Advisor OS’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	$299K	Sell	1,381 -2,410	-64%	-$557K	0.02%	426
2025 Q4	$981K	Sell	3,791 -345	-8%	-$91.3K	0.08%	163
2025 Q3	$1.28M	Buy	4,136 +225	+6%	+$67.8K	0.11%	120
2025 Q2	$1.25M	Sell	3,911 -226	-5%	-$74.5K	0.12%	116
2025 Q1	$1.43M	Sell	4,137 -336	-8%	-$106K	0.16%	87
2024 Q4	$1.27M	Sell	4,473 -604	-12%	-$176K	0.15%	104
2024 Q3	$1.43M	Sell	5,077 -66	-1%	-$18.6K	0.14%	117
2024 Q2	$1.33M	Buy	5,143 +458	+10%	+$114K	0.15%	117
2024 Q1	$1.17M	Buy	4,685 +1,989	+74%	+$478K	0.13%	140
2023 Q4	$606K	Buy	+2,696	New	+$639K	0.08%	190

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

Advisor OS's AJG Position: Q1 2026 in Review

Advisor OS reduced its Arthur J. Gallagher & Co (AJG) stake by 64% in Q1 2026, selling an estimated $557K and leaving 1,381 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #426.

Advisor OS first reported a position in AJG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.43M in Q3 2024. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Advisor OS held 1,381 shares of Arthur J. Gallagher & Co worth $299K as of Q1 2026.
Advisor OS sold 2,410 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $557K.
Arthur J. Gallagher & Co made up 0.02% of Advisor OS's portfolio in Q1 2026, its #426 holding.
Advisor OS first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 10 quarters since.
Advisor OS's Arthur J. Gallagher & Co position peaked at $1.43M in Q3 2024.
1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.