API
AJG icon

Asset Planning Inc’s Arthur J. Gallagher & Co AJG Stock Holding History

Asset Planning Inc’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 		$262K Buy
1,210
+4
+0.3% +$924 0.19% 69
2025
Q4 		$312K Buy
1,206
+3
+0.2% +$794 0.22% 65
2025
Q3 		$373K Buy
1,203
+2
+0.2% +$603 0.27% 62
2025
Q2 		$384K Buy
1,201
+3
+0.3% +$989 0.29% 56
2025
Q1 		$414K Buy
1,198
+2
+0.2% +$632 0.32% 52
2024
Q4 		$339K Buy
+1,196
New +$348K 0.26% 59

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

Asset Planning Inc's AJG Position: Q1 2026 in Review

Asset Planning Inc increased its Arthur J. Gallagher & Co (AJG) stake by 0.33% in Q1 2026, buying an estimated $924 and bringing the position to 1,210 shares worth $262K. The position accounts for 0.19% of the portfolio, ranked #69.

Asset Planning Inc first reported a position in AJG in Q4 2024 and has held it in 6 quarters since. The position peaked at $414K in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Asset Planning Inc held 1,210 shares of Arthur J. Gallagher & Co worth $262K as of Q1 2026.
  • Asset Planning Inc bought 4 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $924.
  • Arthur J. Gallagher & Co made up 0.19% of Asset Planning Inc's portfolio in Q1 2026, its #69 holding.
  • Asset Planning Inc first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's Arthur J. Gallagher & Co position peaked at $414K in Q1 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.