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Anchor Investment Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Anchor Investment 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 		$1.99M Buy
9,189
+835
+10% +$193K 0.17% 133
2025
Q4 		$2.16M Buy
8,354
+5,977
+251% +$1.58M 0.18% 128
2025
Q3 		$736K Hold
2,377
– – 0.06% 229
2025
Q2 		$761K Sell
2,377
-45
-2% -$14.8K 0.07% 213
2025
Q1 		$836K Hold
2,422
– – 0.08% 201
2024
Q4 		$687K Hold
2,422
– – 0.06% 221
2024
Q3 		$681K Hold
2,422
– – 0.06% 226
2024
Q2 		$628K Hold
2,422
– – 0.06% 215
2024
Q1 		$606K Buy
2,422
+61
+3% +$14.7K 0.06% 221
2023
Q4 		$531K Buy
2,361
+800
+51% +$189K 0.06% 231
2023
Q3 		$356K Buy
1,561
+26
+2% +$5.82K 0.05% 271
2023
Q2 		$337K Sell
1,535
-780
-34% -$162K 0.04% 273
2023
Q1 		$443K Hold
2,315
– – 0.06% 242
2022
Q4 		$436K Sell
2,315
-375
-14% -$70.1K 0.06% 238
2022
Q3 		$461K Buy
2,690
+30
+1% +$5.33K 0.07% 232
2022
Q2 		$434K Hold
2,660
– – 0.06% 238
2022
Q1 		$464K Buy
2,660
+105
+4% +$16.7K 0.06% 257
2021
Q4 		$434K Sell
2,555
-135
-5% -$22.1K 0.05% 267
2021
Q3 		$400K Buy
2,690
+90
+3% +$12.9K 0.06% 260
2021
Q2 		$364K Sell
2,600
-1,500
-37% -$212K 0.05% 275
2021
Q1 		$512K Buy
4,100
+2,635
+180% +$318K 0.08% 214
2020
Q4 		$181K Buy
1,465
+150
+11% +$17.1K 0.03% 314
2020
Q3 		$139K Buy
1,315
+150
+13% +$15.6K 0.03% 328
2020
Q2 		$114K Hold
1,165
– – 0.03% 329
2020
Q1 		$95K Buy
1,165
+200
+21% +$19.2K 0.02% 342
2019
Q4 		$91.9K Hold
965
– – 0.02% 381
2019
Q3 		$86.4K Hold
965
– – 0.02% 379
2019
Q2 		$84.5K Buy
965
+75
+8% +$6.26K 0.02% 383
2019
Q1 		$69.5K Hold
890
– – 0.02% 401
2018
Q4 		$65.6K Hold
890
– – 0.02% 399
2018
Q3 		$66.3K Buy
890
+40
+5% +$2.87K 0.02% 439
2018
Q2 		$55.5K Buy
850
+425
+100% +$28.8K 0.01% 470
2018
Q1 		$29.2K Buy
+425
New +$28.7K 0.01% 537

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

Anchor Investment Management's AJG Position: Q1 2026 in Review

Anchor Investment Management increased its Arthur J. Gallagher & Co (AJG) stake by 10% in Q1 2026, buying an estimated $193K and bringing the position to 9,189 shares worth $1.99M. The position accounts for 0.17% of the portfolio, ranked #133.

Anchor Investment Management first reported a position in AJG in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.16M in Q4 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Anchor Investment Management held 9,189 shares of Arthur J. Gallagher & Co worth $1.99M as of Q1 2026.
  • Anchor Investment Management bought 835 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $193K.
  • Arthur J. Gallagher & Co made up 0.17% of Anchor Investment Management's portfolio in Q1 2026, its #133 holding.
  • Anchor Investment Management first reported a position in Arthur J. Gallagher & Co in Q1 2018 and has held it in 33 quarters since.
  • Anchor Investment Management's Arthur J. Gallagher & Co position peaked at $2.16M in Q4 2025.
  • 1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.