B
AJG icon

Bailard’s Arthur J. Gallagher & Co AJG Stock Holding History

Bailard’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 		$1.59M Buy
7,325
+2
+0% +$462 0.04% 258
2025
Q4 		$1.9M Sell
7,323
-282
-4% -$74.7K 0.04% 235
2025
Q3 		$2.36M Sell
7,605
-93
-1% -$28K 0.05% 229
2025
Q2 		$2.46M Buy
+7,698
New +$2.54M 0.06% 220

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

Bailard's AJG Position: Q1 2026 in Review

Bailard increased its Arthur J. Gallagher & Co (AJG) stake by 0.03% in Q1 2026, buying an estimated $462 and bringing the position to 7,325 shares worth $1.59M. The position accounts for 0.04% of the portfolio, ranked #258.

Bailard first reported a position in AJG in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.46M in Q2 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Bailard held 7,325 shares of Arthur J. Gallagher & Co worth $1.59M as of Q1 2026.
  • Bailard bought 2 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $462.
  • Arthur J. Gallagher & Co made up 0.04% of Bailard's portfolio in Q1 2026, its #258 holding.
  • Bailard first reported a position in Arthur J. Gallagher & Co in Q2 2025 and has held it in 4 quarters since.
  • Bailard's Arthur J. Gallagher & Co position peaked at $2.46M in Q2 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.