Alpine Woods Capital Investors’s Arthur J. Gallagher & Co AJG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,395
| Closed | -$361K | – | 201 |
|
|
2025
Q4 | $361K | Sell |
1,395
-14
| -1% | -$3.71K | 0.09% | 144 |
|
|
2025
Q3 | $436K | Sell |
1,409
-11
| -0.8% | -$3.32K | 0.1% | 120 |
|
|
2025
Q2 | $455K | Buy |
1,420
+9
| +0.6% | +$2.97K | 0.11% | 117 |
|
|
2025
Q1 | $487K | Sell |
1,411
-4
| -0.3% | -$1.26K | 0.12% | 116 |
|
|
2024
Q4 | $402K | Hold |
1,415
| – | – | 0.08% | 150 |
|
|
2024
Q3 | $414K | Buy |
1,415
+20
| +1% | +$5.64K | 0.07% | 149 |
|
|
2024
Q2 | $362K | Sell |
1,395
-500
| -26% | -$124K | 0.06% | 153 |
|
|
2024
Q1 | $445K | Hold |
1,895
| – | – | 0.09% | 141 |
|
|
2023
Q4 | $426K | Sell |
1,895
-190
| -9% | -$45K | 0.06% | 139 |
|
|
2023
Q3 | $475K | Hold |
2,085
| – | – | 0.08% | 124 |
|
|
2023
Q2 | $458K | Hold |
2,085
| – | – | 0.07% | 123 |
|
|
2023
Q1 | $399K | Hold |
2,085
| – | – | 0.06% | 138 |
|
|
2022
Q4 | $393K | Sell |
2,085
-25
| -1% | -$4.68K | 0.06% | 143 |
|
|
2022
Q3 | $361K | Hold |
2,110
| – | – | 0.05% | 162 |
|
|
2022
Q2 | $344K | Hold |
2,110
| – | – | 0.04% | 165 |
|
|
2022
Q1 | $368K | Sell |
2,110
-100
| -5% | -$15.9K | 0.04% | 185 |
|
|
2021
Q4 | $375K | Hold |
2,210
| – | – | 0.04% | 186 |
|
|
2021
Q3 | $329K | Sell |
2,210
-15
| -0.7% | -$2.15K | 0.04% | 200 |
|
|
2021
Q2 | $312K | Sell |
2,225
-85
| -4% | -$12K | 0.03% | 207 |
|
|
2021
Q1 | $288K | Hold |
2,310
| – | – | 0.03% | 210 |
|
|
2020
Q4 | $286K | Sell |
2,310
-1,700
| -42% | -$194K | 0.03% | 203 |
|
|
2020
Q3 | $423K | Sell |
4,010
-1,420
| -26% | -$147K | 0.06% | 195 |
|
|
2020
Q2 | $529K | Sell |
5,430
-1,000
| -16% | -$88.5K | 0.1% | 176 |
|
|
2020
Q1 | $524K | Hold |
6,430
| – | – | 0.12% | 162 |
|
|
2019
Q4 | $612K | Sell |
6,430
-50
| -0.8% | -$4.58K | 0.12% | 161 |
|
|
2019
Q3 | $580K | Hold |
6,480
| – | – | 0.11% | 153 |
|
|
2019
Q2 | $568K | Buy |
6,480
+500
| +8% | +$41.7K | 0.12% | 166 |
|
|
2019
Q1 | $467K | Sell |
5,980
-200
| -3% | -$15.4K | 0.1% | 180 |
|
|
2018
Q4 | $455K | Buy |
6,180
+430
| +7% | +$32.1K | 0.11% | 177 |
|
|
2018
Q3 | $428K | Sell |
5,750
-150
| -3% | -$10.8K | 0.09% | 168 |
|
|
2018
Q2 | $385K | Hold |
5,900
| – | – | 0.08% | 165 |
|
|
2018
Q1 | $406K | Sell |
5,900
-1,100
| -16% | -$74.2K | 0.02% | 322 |
|
|
2017
Q4 | $443K | Sell |
7,000
-200
| -3% | -$12.8K | 0.02% | 321 |
|
|
2017
Q3 | $443K | Hold |
7,200
| – | – | 0.02% | 326 |
|
|
2017
Q2 | $412K | Hold |
7,200
| – | – | 0.02% | 331 |
|
|
2017
Q1 | $407K | Buy |
+7,200
| New | +$397K | 0.02% | 333 |
|
|
2014
Q3 | – | Sell |
-5,000
| Closed | -$233 | – | 459 |
|
|
2014
Q2 | $233 | Buy |
+5,000
| New | +$228K | 0.01% | 403 |
|
Other funds holding AJG
Alpine Woods Capital Investors's AJG Position: Q1 2026 in Review
Alpine Woods Capital Investors sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 1,395 shares — an estimated $361K sold.
Alpine Woods Capital Investors first reported a position in AJG in Q2 2014 and held it in 37 quarters. The position peaked at $612K in Q4 2019. 1,246 funds tracked by Wall St. Rank hold AJG as of Q1 2026.
- Alpine Woods Capital Investors reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
- Alpine Woods Capital Investors sold 1,395 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $361K.
- Alpine Woods Capital Investors first reported a position in Arthur J. Gallagher & Co in Q2 2014 and held it in 37 quarters.
- Alpine Woods Capital Investors's Arthur J. Gallagher & Co position peaked at $612K in Q4 2019.
- 1,246 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.
Based on Alpine Woods Capital Investors's 13F filing for Q1 2026, filed 27 May 2026.