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Alpha Family Trust’s Arthur J. Gallagher & Co AJG Stock Holding History

Alpha Family Trust’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 		$222K Buy
+1,025
New +$237K 0.11% 183
2025
Q4 		– Sell
-820
Closed -$254K – 196
2025
Q3 		$254K Hold
820
– – 0.12% 149
2025
Q2 		$262K Hold
820
– – 0.13% 150
2025
Q1 		$283K Buy
+820
New +$259K 0.17% 126

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

Alpha Family Trust's AJG Position: Q1 2026 in Review

Alpha Family Trust opened a new position in Arthur J. Gallagher & Co (AJG) in Q1 2026: 1,025 shares worth $222K. The stake represents 0.11% of the portfolio and ranks #183 among its holdings. This is a return to the name: Alpha Family Trust previously reported a position in AJG as recently as Q3 2025.

Alpha Family Trust first reported a position in AJG in Q1 2025 and has held it in 4 quarters since. The position peaked at $283K in Q1 2025. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Alpha Family Trust held 1,025 shares of Arthur J. Gallagher & Co worth $222K as of Q1 2026.
  • Arthur J. Gallagher & Co was a new Alpha Family Trust position in Q1 2026.
  • Arthur J. Gallagher & Co made up 0.11% of Alpha Family Trust's portfolio in Q1 2026, its #183 holding.
  • Alpha Family Trust first reported a position in Arthur J. Gallagher & Co in Q1 2025 and has held it in 4 quarters since.
  • Alpha Family Trust's Arthur J. Gallagher & Co position peaked at $283K in Q1 2025.
  • 1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.