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Aptus Capital Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Aptus Capital Advisors’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 		$4.93M Buy
22,777
+17,690
+348% +$4.09M 0.04% 344
2025
Q4 		$1.32M Buy
5,087
+141
+3% +$37.3K 0.01% 525
2025
Q3 		$1.53M Sell
4,946
-86
-2% -$25.9K 0.01% 479
2025
Q2 		$1.61M Buy
5,032
+1,953
+63% +$644K 0.01% 456
2025
Q1 		$1.06M Buy
3,079
+861
+39% +$272K 0.01% 496
2024
Q4 		$630K Buy
2,218
+367
+20% +$107K 0.01% 578
2024
Q3 		$521K Sell
1,851
-13
-0.7% -$3.67K 0.01% 529
2024
Q2 		$483K Buy
1,864
+118
+7% +$29.3K 0.01% 518
2024
Q1 		$437K Buy
1,746
+147
+9% +$35.3K 0.01% 545
2023
Q4 		$360K Sell
1,599
-282
-15% -$66.8K 0.01% 436
2023
Q3 		$429K Buy
1,881
+497
+36% +$111K 0.01% 415
2023
Q2 		$304K Sell
1,384
-164
-11% -$34.1K 0.01% 405
2023
Q1 		$296K Buy
1,548
+85
+6% +$16.1K 0.01% 394
2022
Q4 		$276K Hold
1,463
– – 0.01% 424
2022
Q3 		$250K Buy
+1,463
New +$260K 0.01% 408
2022
Q2 		– Sell
-1,206
Closed -$211K – 657
2022
Q1 		$211K Buy
+1,206
New +$192K 0.01% 415

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

Aptus Capital Advisors's AJG Position: Q1 2026 in Review

Aptus Capital Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 348% in Q1 2026, buying an estimated $4.09M and bringing the position to 22,777 shares worth $4.93M. The position accounts for 0.04% of the portfolio, ranked #344.

Aptus Capital Advisors first reported a position in AJG in Q1 2022 and has held it in 16 quarters since. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Aptus Capital Advisors held 22,777 shares of Arthur J. Gallagher & Co worth $4.93M as of Q1 2026.
  • Aptus Capital Advisors bought 17,690 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $4.09M.
  • Arthur J. Gallagher & Co made up 0.04% of Aptus Capital Advisors's portfolio in Q1 2026, its #344 holding.
  • Aptus Capital Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2022 and has held it in 16 quarters since.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.