ACG
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Allen Capital Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Allen Capital Group’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 		$468K Buy
2,161
+266
+14% +$61.4K 0.04% 204
2025
Q4 		$490K Buy
1,895
+47
+3% +$12.4K 0.04% 196
2025
Q3 		$572K Sell
1,848
-30
-2% -$9.04K 0.05% 177
2025
Q2 		$601K Buy
1,878
+275
+17% +$90.6K 0.06% 163
2025
Q1 		$553K Buy
1,603
+33
+2% +$10.4K 0.06% 154
2024
Q4 		$446K Buy
1,570
+235
+18% +$68.4K 0.05% 161
2024
Q3 		$376K Buy
1,335
+46
+4% +$13K 0.05% 170
2024
Q2 		$334K Buy
1,289
+61
+5% +$15.1K 0.05% 166
2024
Q1 		$307K Buy
+1,228
New +$295K 0.04% 162
2022
Q1 		– Sell
-3,389
Closed -$575K – 172
2021
Q4 		$575K Buy
3,389
+440
+15% +$71.9K 0.09% 102
2021
Q3 		$438K Sell
2,949
-3,550
-55% -$508K 0.09% 106
2021
Q2 		$910K Hold
6,499
– – 0.18% 86
2021
Q1 		$811K Sell
6,499
-50
-0.8% -$6.03K 0.18% 87
2020
Q4 		$810K Hold
6,549
– – 0.2% 80
2020
Q3 		$712K Sell
6,549
-284
-4% -$29.5K 0.18% 82
2020
Q2 		$666K Hold
6,833
– – 0.18% 79
2020
Q1 		$557K Sell
6,833
-227
-3% -$21.7K 0.17% 77
2019
Q4 		$672K Hold
7,060
– – 0.18% 86
2019
Q3 		$616K Hold
7,060
– – 0.19% 83
2019
Q2 		$618K Sell
7,060
-3,015
-30% -$252K 0.2% 79
2019
Q1 		$787K Buy
+10,075
New +$776K 0.26% 69
2018
Q4 		– Sell
-8,948
Closed -$666K – 120
2018
Q3 		$666K Sell
8,948
-404
-4% -$29K 0.22% 74
2018
Q2 		$610K Buy
9,352
+112
+1% +$7.58K 0.23% 69
2018
Q1 		$635K Buy
9,240
+467
+5% +$31.5K 0.25% 64
2017
Q4 		$555K Buy
+8,773
New +$560K 0.24% 64

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

Allen Capital Group's AJG Position: Q1 2026 in Review

Allen Capital Group increased its Arthur J. Gallagher & Co (AJG) stake by 14% in Q1 2026, buying an estimated $61.4K and bringing the position to 2,161 shares worth $468K. The position accounts for 0.04% of the portfolio, ranked #204.

Allen Capital Group first reported a position in AJG in Q4 2017 and has held it in 25 quarters since. The position peaked at $910K in Q2 2021. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Allen Capital Group held 2,161 shares of Arthur J. Gallagher & Co worth $468K as of Q1 2026.
  • Allen Capital Group bought 266 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $61.4K.
  • Arthur J. Gallagher & Co made up 0.04% of Allen Capital Group's portfolio in Q1 2026, its #204 holding.
  • Allen Capital Group first reported a position in Arthur J. Gallagher & Co in Q4 2017 and has held it in 25 quarters since.
  • Allen Capital Group's Arthur J. Gallagher & Co position peaked at $910K in Q2 2021.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.