Alta Advisers’s Arthur J. Gallagher & Co AJG Stock Holding History

Alta Advisers’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	$212K	Hold	978	–	–	0.08%	193
2025 Q4	$253K	Sell	978 -240	-20%	-$63.5K	0.09%	157
2025 Q3	$377K	Hold	1,218	–	–	0.12%	140
2025 Q2	$390K	Hold	1,218	–	–	0.14%	131
2025 Q1	$421K	Buy	1,218 +500	+70%	+$158K	0.18%	112
2024 Q4	$204K	Buy	718 +118	+20%	+$34.3K	0.13%	150
2024 Q3	$169K	Hold	600	–	–	0.08%	174
2024 Q2	$156K	Hold	600	–	–	0.07%	163
2024 Q1	$150K	Hold	600	–	–	0.07%	176
2023 Q4	$135K	Hold	600	–	–	0.07%	182
2023 Q3	$137K	Hold	600	–	–	0.08%	154
2023 Q2	$132K	Hold	600	–	–	0.07%	175
2023 Q1	$115K	Hold	600	–	–	0.07%	196
2022 Q4	$113K	Hold	600	–	–	0.07%	196
2022 Q3	$103K	Buy	+600	New	+$107K	0.06%	197

Other funds holding AJG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alta Advisers's AJG Position: Q1 2026 in Review

Alta Advisers held its Arthur J. Gallagher & Co (AJG) position steady in Q1 2026 at 978 shares worth $212K. The position accounts for 0.08% of the portfolio, ranked #193.

Alta Advisers first reported a position in AJG in Q3 2022 and has held it in 15 quarters since. The position peaked at $421K in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Alta Advisers held 978 shares of Arthur J. Gallagher & Co worth $212K as of Q1 2026.
Alta Advisers left its Arthur J. Gallagher & Co share count unchanged in Q1 2026.
Arthur J. Gallagher & Co made up 0.08% of Alta Advisers's portfolio in Q1 2026, its #193 holding.
Alta Advisers first reported a position in Arthur J. Gallagher & Co in Q3 2022 and has held it in 15 quarters since.
Alta Advisers's Arthur J. Gallagher & Co position peaked at $421K in Q1 2025.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.