Arthur M. Cohen & Associates’s Arthur J. Gallagher & Co AJG Stock Holding History

Arthur M. Cohen & Associates’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	$2.8M	Sell	12,938 -756	-6%	-$175K	0.5%	34
2025 Q4	$3.54M	Buy	13,694 +292	+2%	+$77.3K	0.58%	29
2025 Q3	$4.15M	Buy	13,402 +427	+3%	+$129K	0.7%	27
2025 Q2	$4.15M	Buy	12,975 +526	+4%	+$173K	0.73%	27
2025 Q1	$4.3M	Buy	12,449 +256	+2%	+$80.9K	0.82%	25
2024 Q4	$3.46M	Buy	12,193 +479	+4%	+$139K	0.61%	31
2024 Q3	$3.35M	Buy	11,714 +2,247	+24%	+$634K	0.61%	31
2024 Q2	$2.45M	Buy	9,467 +1,650	+21%	+$409K	0.45%	33
2024 Q1	$1.95M	Buy	7,817 +2,275	+41%	+$547K	0.41%	39
2023 Q4	$1.26M	Buy	5,542 +920	+20%	+$218K	0.3%	50
2023 Q3	$1.05M	Buy	+4,622	New	+$1.03M	0.27%	55

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 $3.37T AUM 44.26% 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

Arthur M. Cohen & Associates's AJG Position: Q1 2026 in Review

Arthur M. Cohen & Associates reduced its Arthur J. Gallagher & Co (AJG) stake by 5.5% in Q1 2026, selling an estimated $175K and leaving 12,938 shares worth $2.8M. The position accounts for 0.5% of the portfolio, ranked #34.

Arthur M. Cohen & Associates first reported a position in AJG in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.3M in Q1 2025. 1,243 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Arthur M. Cohen & Associates held 12,938 shares of Arthur J. Gallagher & Co worth $2.8M as of Q1 2026.
Arthur M. Cohen & Associates sold 756 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $175K.
Arthur J. Gallagher & Co made up 0.5% of Arthur M. Cohen & Associates's portfolio in Q1 2026, its #34 holding.
Arthur M. Cohen & Associates first reported a position in Arthur J. Gallagher & Co in Q3 2023 and has held it in 11 quarters since.
Arthur M. Cohen & Associates's Arthur J. Gallagher & Co position peaked at $4.3M in Q1 2025.
1,243 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Arthur M. Cohen & Associates's 13F filing for Q1 2026, filed 8 May 2026.