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Allred Capital Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Allred Capital 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 		$443K Buy
2,046
+11
+0.5% +$2.54K 0.16% 112
2025
Q4 		$527K Sell
2,035
-1,188
-37% -$315K 0.19% 97
2025
Q3 		$998K Buy
3,223
+15
+0.5% +$4.52K 0.35% 66
2025
Q2 		$1.03M Sell
3,208
-169
-5% -$55.7K 0.38% 60
2025
Q1 		$1.17M Sell
3,377
-3
-0.1% -$948 0.47% 51
2024
Q4 		$960K Buy
3,380
+34
+1% +$9.89K 0.37% 62
2024
Q3 		$942K Buy
3,346
+25
+0.8% +$7.05K 0.37% 63
2024
Q2 		$861K Sell
3,321
-25
-0.7% -$6.2K 0.33% 70
2024
Q1 		$837K Buy
3,346
+4
+0.1% +$962 0.33% 72
2023
Q4 		$752K Buy
3,342
+4
+0.1% +$947 0.33% 66
2023
Q3 		$761K Sell
3,338
-122
-4% -$27.3K 0.38% 56
2023
Q2 		$760K Buy
3,460
+1
+0% +$208 0.37% 59
2023
Q1 		$662K Buy
3,459
+3
+0.1% +$569 0.35% 61
2022
Q4 		$652K Buy
3,456
+4
+0.1% +$748 0.36% 62
2022
Q3 		$590K Buy
3,452
+5
+0.1% +$888 0.37% 63
2022
Q2 		$562K Sell
3,447
-145
-4% -$24.1K 0.35% 70
2022
Q1 		$627K Sell
3,592
-108
-3% -$17.2K 0.33% 76
2021
Q4 		$627K Sell
3,700
-56
-1% -$9.15K 0.3% 83
2021
Q3 		$558K Sell
3,756
-14
-0.4% -$2K 0.29% 88
2021
Q2 		$528K Sell
3,770
-110
-3% -$15.5K 0.26% 101
2021
Q1 		$484K Sell
3,880
-578
-13% -$69.8K 0.22% 102
2020
Q4 		$551K Buy
4,458
+7
+0.2% +$797 0.3% 86
2020
Q3 		$469K Sell
4,451
-216
-5% -$22.4K 0.28% 87
2020
Q2 		$454K Buy
4,667
+10
+0.2% +$885 0.29% 90
2020
Q1 		$379K Sell
4,657
-581
-11% -$55.6K 0.29% 86
2019
Q4 		$499K Buy
5,238
+11
+0.2% +$1.01K 0.27% 84
2019
Q3 		$459K Sell
5,227
-71
-1% -$6.38K 0.28% 90
2019
Q2 		$478K Buy
5,298
+9
+0.2% +$751 0.27% 98
2019
Q1 		$416K Sell
5,289
-643
-11% -$49.5K 0.24% 115
2018
Q4 		$437K Buy
+5,932
New +$443K 0.29% 97

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

Allred Capital Management's AJG Position: Q1 2026 in Review

Allred Capital Management increased its Arthur J. Gallagher & Co (AJG) stake by 0.54% in Q1 2026, buying an estimated $2.54K and bringing the position to 2,046 shares worth $443K. The position accounts for 0.16% of the portfolio, ranked #112.

Allred Capital Management first reported a position in AJG in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.17M in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Allred Capital Management held 2,046 shares of Arthur J. Gallagher & Co worth $443K as of Q1 2026.
  • Allred Capital Management bought 11 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $2.54K.
  • Arthur J. Gallagher & Co made up 0.16% of Allred Capital Management's portfolio in Q1 2026, its #112 holding.
  • Allred Capital Management first reported a position in Arthur J. Gallagher & Co in Q4 2018 and has held it in 30 quarters since.
  • Allred Capital Management's Arthur J. Gallagher & Co position peaked at $1.17M in Q1 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Allred Capital Management's 13F filing for Q1 2026, filed 14 May 2026.