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AssuredPartners Investment Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

AssuredPartners Investment 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
-930
Closed -$241K – 404
2025
Q4 		$241K Sell
930
-88
-9% -$23.3K 0.04% 308
2025
Q3 		$315K Sell
1,018
-2
-0.2% -$603 0.07% 200
2025
Q2 		$327K Sell
1,020
-191
-16% -$63K 0.08% 175
2025
Q1 		$418K Sell
1,211
-2
-0.2% -$632 0.08% 225
2024
Q4 		$344K Buy
+1,213
New +$353K 0.07% 259

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssuredPartners Investment Advisors's AJG Position: Q1 2026 in Review

AssuredPartners Investment Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 930 shares — an estimated $241K sold.

AssuredPartners Investment Advisors first reported a position in AJG in Q4 2024 and held it in 5 quarters. The position peaked at $418K in Q1 2025. 1,246 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • AssuredPartners Investment Advisors reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 930 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $241K.
  • AssuredPartners Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2024 and held it in 5 quarters.
  • AssuredPartners Investment Advisors's Arthur J. Gallagher & Co position peaked at $418K in Q1 2025.
  • 1,246 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.