Annex Advisory Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Annex Advisory Services’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	–	Sell	-102,631	Closed	-$26.6M	–	377
2025 Q4	$26.6M	Buy	102,631 +7,478	+8%	+$1.98M	0.51%	54
2025 Q3	$29.5M	Buy	95,153 +18,156	+24%	+$5.47M	0.63%	48
2025 Q2	$24.6M	Buy	76,997 +10,703	+16%	+$3.53M	0.59%	45
2025 Q1	$22.9M	Buy	66,294 +13,273	+25%	+$4.19M	0.65%	45
2024 Q4	$15.1M	Buy	53,021 +11,920	+29%	+$3.47M	0.45%	53
2024 Q3	$11.6M	Buy	41,101 +3,926	+11%	+$1.11M	0.37%	57
2024 Q2	$9.64M	Buy	37,175 +5,694	+18%	+$1.41M	0.34%	54
2024 Q1	$7.87M	Buy	+31,481	New	+$7.57M	0.28%	65

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

Annex Advisory Services's AJG Position: Q1 2026 in Review

Annex Advisory Services sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 102,631 shares — an estimated $26.6M sold.

Annex Advisory Services first reported a position in AJG in Q1 2024 and held it in 8 quarters. The position peaked at $29.5M in Q3 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Annex Advisory Services reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
Annex Advisory Services sold 102,631 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $26.6M.
Annex Advisory Services first reported a position in Arthur J. Gallagher & Co in Q1 2024 and held it in 8 quarters.
Annex Advisory Services's Arthur J. Gallagher & Co position peaked at $29.5M in Q3 2025.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Annex Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.