AP
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Appleton Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Appleton Partners’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
-49,292
Closed -$12.8M – 263
2025
Q4 		$12.8M Buy
49,292
+438
+0.9% +$116K 0.84% 34
2025
Q3 		$15.1M Buy
48,854
+564
+1% +$170K 1.02% 28
2025
Q2 		$15.5M Sell
48,290
-182
-0.4% -$60K 1.09% 25
2025
Q1 		$16.7M Buy
48,472
+128
+0.3% +$40.4K 1.29% 18
2024
Q4 		$13.7M Sell
48,344
-180
-0.4% -$52.4K 1.01% 28
2024
Q3 		$13.7M Sell
48,524
-1,548
-3% -$437K 1% 29
2024
Q2 		$13M Buy
50,072
+767
+2% +$190K 1% 27
2024
Q1 		$12.3M Sell
49,305
-1,765
-3% -$424K 0.96% 30
2023
Q4 		$11.5M Buy
51,070
+3,260
+7% +$772K 0.93% 26
2023
Q3 		$10.9M Sell
47,810
-322
-0.7% -$72.1K 0.97% 26
2023
Q2 		$10.6M Buy
48,132
+4,833
+11% +$1.01M 0.89% 29
2023
Q1 		$8.28M Buy
43,299
+4,529
+12% +$859K 0.74% 35
2022
Q4 		$7.31M Buy
38,770
+22,174
+134% +$4.15M 0.69% 37
2022
Q3 		$2.84M Buy
+16,596
New +$2.95M 0.28% 89

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

Appleton Partners's AJG Position: Q1 2026 in Review

Appleton Partners sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 49,292 shares — an estimated $12.8M sold.

Appleton Partners first reported a position in AJG in Q3 2022 and held it in 14 quarters. The position peaked at $16.7M in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Appleton Partners reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • Appleton Partners sold 49,292 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $12.8M.
  • Appleton Partners first reported a position in Arthur J. Gallagher & Co in Q3 2022 and held it in 14 quarters.
  • Appleton Partners's Arthur J. Gallagher & Co position peaked at $16.7M in Q1 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Appleton Partners's 13F filing for Q1 2026, filed 28 Apr 2026.