AWM
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Angeles Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Angeles Wealth 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 		$253K Sell
1,170
-78
-6% -$18K 0.01% 356
2025
Q4 		$323K Buy
1,248
+4
+0.3% +$1.06K 0.02% 283
2025
Q3 		$385K Sell
1,244
-8
-0.6% -$2.41K 0.02% 219
2025
Q2 		$401K Buy
1,252
+128
+11% +$42.2K 0.03% 209
2025
Q1 		$388K Buy
1,124
+110
+11% +$34.7K 0.03% 167
2024
Q4 		$288K Buy
1,014
+167
+20% +$48.6K 0.02% 223
2024
Q3 		$238K Buy
+847
New +$239K 0.02% 242

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

Angeles Wealth Management's AJG Position: Q1 2026 in Review

Angeles Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 6.3% in Q1 2026, selling an estimated $18K and leaving 1,170 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #356.

Angeles Wealth Management first reported a position in AJG in Q3 2024 and has held it in 7 quarters since. The position peaked at $401K in Q2 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Angeles Wealth Management held 1,170 shares of Arthur J. Gallagher & Co worth $253K as of Q1 2026.
  • Angeles Wealth Management sold 78 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $18K.
  • Arthur J. Gallagher & Co made up 0.01% of Angeles Wealth Management's portfolio in Q1 2026, its #356 holding.
  • Angeles Wealth Management first reported a position in Arthur J. Gallagher & Co in Q3 2024 and has held it in 7 quarters since.
  • Angeles Wealth Management's Arthur J. Gallagher & Co position peaked at $401K in Q2 2025.
  • 1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.