Atria Investments’s Arthur J. Gallagher & Co AJG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.69M | Sell |
17,029
-845
| -5% | -$195K | 0.04% | 467 |
|
|
2025
Q4 | $4.63M | Sell |
17,874
-3,638
| -17% | -$963K | 0.05% | 397 |
|
|
2025
Q3 | $6.66M | Sell |
21,512
-3,889
| -15% | -$1.17M | 0.08% | 295 |
|
|
2025
Q2 | $8.13M | Buy |
25,401
+301
| +1% | +$99.2K | 0.1% | 238 |
|
|
2025
Q1 | $8.67M | Sell |
25,100
-5,493
| -18% | -$1.74M | 0.11% | 216 |
|
|
2024
Q4 | $8.68M | Buy |
30,593
+392
| +1% | +$114K | 0.11% | 213 |
|
|
2024
Q3 | $8.5M | Sell |
30,201
-1,228
| -4% | -$346K | 0.11% | 217 |
|
|
2024
Q2 | $8.15M | Buy |
31,429
+6,268
| +25% | +$1.55M | 0.11% | 214 |
|
|
2024
Q1 | $6.29M | Buy |
25,161
+1,499
| +6% | +$360K | 0.09% | 281 |
|
|
2023
Q4 | $5.32M | Buy |
23,662
+651
| +3% | +$154K | 0.08% | 282 |
|
|
2023
Q3 | $5.24M | Buy |
23,011
+1,977
| +9% | +$442K | 0.09% | 273 |
|
|
2023
Q2 | $4.62M | Sell |
21,034
-533
| -2% | -$111K | 0.08% | 278 |
|
|
2023
Q1 | $4.13M | Buy |
21,567
+6,712
| +45% | +$1.27M | 0.08% | 306 |
|
|
2022
Q4 | $2.8M | Buy |
14,855
+1,722
| +13% | +$322K | 0.06% | 402 |
|
|
2022
Q3 | $2.25M | Sell |
13,133
-173
| -1% | -$30.7K | 0.05% | 441 |
|
|
2022
Q2 | $2.17M | Buy |
13,306
+255
| +2% | +$42.3K | 0.05% | 477 |
|
|
2022
Q1 | $2.28M | Buy |
13,051
+325
| +3% | +$51.8K | 0.04% | 516 |
|
|
2021
Q4 | $2.16M | Buy |
12,726
+5,546
| +77% | +$906K | 0.04% | 539 |
|
|
2021
Q3 | $1.07M | Buy |
+7,180
| New | +$1.03M | 0.02% | 760 |
|
|
2020
Q1 | – | Sell |
-13,945
| Closed | -$1.33M | – | 594 |
|
|
2019
Q4 | $1.33M | Buy |
13,945
+4,781
| +52% | +$438K | 0.04% | 436 |
|
|
2019
Q3 | $821K | Buy |
9,164
+210
| +2% | +$18.9K | 0.03% | 477 |
|
|
2019
Q2 | $800K | Buy |
8,954
+553
| +7% | +$46.1K | 0.03% | 466 |
|
|
2019
Q1 | $656K | Buy |
8,401
+2,348
| +39% | +$181K | 0.03% | 459 |
|
|
2018
Q4 | $446K | Sell |
6,053
-1,898
| -24% | -$142K | 0.02% | 542 |
|
|
2018
Q3 | $592K | Buy |
7,951
+1,674
| +27% | +$120K | 0.02% | 545 |
|
|
2018
Q2 | $410K | Buy |
6,277
+1,081
| +21% | +$73.2K | 0.02% | 633 |
|
|
2018
Q1 | $357K | Buy |
5,196
+911
| +21% | +$61.5K | 0.02% | 619 |
|
|
2017
Q4 | $271K | Sell |
4,285
-41,621
| -91% | -$2.66M | 0.01% | 686 |
|
|
2017
Q3 | $2.83M | Buy |
45,906
+720
| +2% | +$42.4K | 0.15% | 137 |
|
|
2017
Q2 | $2.59M | Buy |
45,186
+2,224
| +5% | +$126K | 0.16% | 144 |
|
|
2017
Q1 | $2.43M | Buy |
42,962
+8,941
| +26% | +$493K | 0.16% | 140 |
|
|
2016
Q4 | $1.77M | Buy |
+34,021
| New | +$1.71M | 0.13% | 150 |
|
Other funds holding AJG
VCM
VPM
Atria Investments's AJG Position: Q1 2026 in Review
Atria Investments reduced its Arthur J. Gallagher & Co (AJG) stake by 4.7% in Q1 2026, selling an estimated $195K and leaving 17,029 shares worth $3.69M. The position accounts for 0.04% of the portfolio, ranked #467.
Atria Investments first reported a position in AJG in Q4 2016 and has held it in 32 quarters since. The position peaked at $8.68M in Q4 2024. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.
- Atria Investments held 17,029 shares of Arthur J. Gallagher & Co worth $3.69M as of Q1 2026.
- Atria Investments sold 845 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $195K.
- Arthur J. Gallagher & Co made up 0.04% of Atria Investments's portfolio in Q1 2026, its #467 holding.
- Atria Investments first reported a position in Arthur J. Gallagher & Co in Q4 2016 and has held it in 32 quarters since.
- Atria Investments's Arthur J. Gallagher & Co position peaked at $8.68M in Q4 2024.
- 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.