AWM
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AE Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

AE Wealth Management’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 		$1.67M Buy
7,712
+901
+13% +$208K 0.01% 701
2025
Q4 		$1.76M Buy
6,811
+24
+0.4% +$6.35K 0.01% 640
2025
Q3 		$2.1M Sell
6,787
-123
-2% -$37.1K 0.01% 554
2025
Q2 		$2.21M Buy
6,910
+58
+0.8% +$19.1K 0.02% 512
2025
Q1 		$2.37M Sell
6,852
-136
-2% -$43K 0.02% 487
2024
Q4 		$1.98M Sell
6,988
-86
-1% -$25K 0.02% 523
2024
Q3 		$1.99M Sell
7,074
-2,026
-22% -$571K 0.02% 536
2024
Q2 		$2.36M Buy
9,100
+7,414
+440% +$1.84M 0.02% 480
2024
Q1 		$422K Sell
1,686
-5,087
-75% -$1.22M ﹤0.01% 866
2023
Q4 		$1.58M Buy
6,773
+3,905
+136% +$925K 0.01% 988
2023
Q3 		$654K Sell
2,868
-292
-9% -$65.4K ﹤0.01% 1258
2023
Q2 		$694K Buy
3,160
+1,188
+60% +$247K ﹤0.01% 1239
2023
Q1 		$377K Sell
1,972
-443
-18% -$84.1K ﹤0.01% 1459
2022
Q4 		$455K Buy
2,415
+521
+28% +$97.4K ﹤0.01% 1352
2022
Q3 		$324K Buy
1,894
+400
+27% +$71K ﹤0.01% 1442
2022
Q2 		$244K Buy
1,494
+242
+19% +$40.2K ﹤0.01% 1522
2022
Q1 		$219K Sell
1,252
-880
-41% -$140K ﹤0.01% 1552
2021
Q4 		$362K Buy
2,132
+199
+10% +$32.5K ﹤0.01% 1377
2021
Q3 		$287K Buy
1,933
+190
+11% +$27.2K ﹤0.01% 1373
2021
Q2 		$244K Buy
+1,743
New +$246K ﹤0.01% 1425
2019
Q3 		– Sell
-3,306
Closed -$290K – 992
2019
Q2 		$290K Buy
+3,306
New +$276K 0.01% 763
2017
Q4 		– Sell
-17,158
Closed -$1.06M – 416
2017
Q3 		$1.06M Sell
17,158
-1,151
-6% -$67.7K 0.1% 132
2017
Q2 		$1.05M Buy
18,309
+683
+4% +$38.6K 0.13% 140
2017
Q1 		$997K Buy
17,626
+1,767
+11% +$97.4K 0.18% 108
2016
Q4 		$824K Buy
+15,859
New +$798K 0.33% 76

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AE Wealth Management's AJG Position: Q1 2026 in Review

AE Wealth Management increased its Arthur J. Gallagher & Co (AJG) stake by 13% in Q1 2026, buying an estimated $208K and bringing the position to 7,712 shares worth $1.67M. The position accounts for 0.01% of the portfolio, ranked #701.

AE Wealth Management first reported a position in AJG in Q4 2016 and has held it in 25 quarters since. The position peaked at $2.37M in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • AE Wealth Management held 7,712 shares of Arthur J. Gallagher & Co worth $1.67M as of Q1 2026.
  • AE Wealth Management bought 901 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $208K.
  • Arthur J. Gallagher & Co made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #701 holding.
  • AE Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2016 and has held it in 25 quarters since.
  • AE Wealth Management's Arthur J. Gallagher & Co position peaked at $2.37M in Q1 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.