AWA
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Arete Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Arete Wealth 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 		– Sell
-4,396
Closed -$1.14M – 331
2025
Q4 		$1.14M Buy
4,396
+927
+27% +$245K 0.07% 267
2025
Q3 		$1.07M Sell
3,469
-10
-0.3% -$3.02K 0.07% 264
2025
Q2 		$1.11M Buy
3,479
+193
+6% +$63.6K 0.08% 243
2025
Q1 		$1.13M Sell
3,286
-1,391
-30% -$439K 0.09% 233
2024
Q4 		$1.32M Buy
4,677
+283
+6% +$82.4K 0.1% 211
2024
Q3 		$1.23M Buy
4,394
+117
+3% +$33K 0.11% 189
2024
Q2 		$1.11M Buy
+4,277
New +$1.06M 0.09% 213
2024
Q1 		– Sell
-4,612
Closed -$1.04M – 387
2023
Q4 		$1.04M Sell
4,612
-50
-1% -$11.8K 0.08% 242
2023
Q3 		$1.06M Buy
+4,662
New +$1.04M 0.18% 122
2023
Q2 		– Sell
-4,982
Closed -$953K – 668
2023
Q1 		$953K Buy
+4,982
New +$945K 0.08% 220
2022
Q4 		– Sell
-3,750
Closed -$642K – 636
2022
Q3 		$642K Buy
3,750
+161
+4% +$28.6K 0.06% 255
2022
Q2 		$585K Buy
3,589
+309
+9% +$51.3K 0.06% 212
2022
Q1 		$573K Buy
3,280
+625
+24% +$99.6K 0.05% 261
2021
Q4 		$443K Buy
2,655
+413
+18% +$67.5K 0.04% 308
2021
Q3 		$333K Buy
2,242
+247
+12% +$35.3K 0.04% 310
2021
Q2 		$271K Buy
1,995
+267
+15% +$37.7K 0.04% 282
2021
Q1 		$216K Buy
+1,728
New +$209K 0.03% 379

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

Arete Wealth Advisors's AJG Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 4,396 shares — an estimated $1.14M sold.

Arete Wealth Advisors first reported a position in AJG in Q1 2021 and held it in 17 quarters. The position peaked at $1.32M in Q4 2024. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,396 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $1.14M.
  • Arete Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2021 and held it in 17 quarters.
  • Arete Wealth Advisors's Arthur J. Gallagher & Co position peaked at $1.32M in Q4 2024.
  • 1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.