Baillie Gifford & Co’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 | $28.9M | Sell |
133,430
-731,830
| -85% | -$169M | 0.03% | 167 |
|
|
2025
Q4 | $224M | Sell |
865,260
-43,625
| -5% | -$11.5M | 0.19% | 92 |
|
|
2025
Q3 | $282M | Sell |
908,885
-31,643
| -3% | -$9.54M | 0.21% | 84 |
|
|
2025
Q2 | $301M | Sell |
940,528
-96,135
| -9% | -$31.7M | 0.22% | 74 |
|
|
2025
Q1 | $358M | Sell |
1,036,663
-592,302
| -36% | -$187M | 0.31% | 62 |
|
|
2024
Q4 | $462M | Sell |
1,628,965
-751,982
| -32% | -$219M | 0.36% | 55 |
|
|
2024
Q3 | $670M | Sell |
2,380,947
-108,319
| -4% | -$30.5M | 0.5% | 43 |
|
|
2024
Q2 | $645M | Sell |
2,489,266
-64,765
| -3% | -$16.1M | 0.5% | 46 |
|
|
2024
Q1 | $639M | Sell |
2,554,031
-159,678
| -6% | -$38.4M | 0.5% | 45 |
|
|
2023
Q4 | $610M | Sell |
2,713,709
-113,158
| -4% | -$26.8M | 0.48% | 50 |
|
|
2023
Q3 | $644M | Sell |
2,826,867
-114,842
| -4% | -$25.7M | 0.59% | 44 |
|
|
2023
Q2 | $646M | Sell |
2,941,709
-1,606,857
| -35% | -$334M | 0.55% | 43 |
|
|
2023
Q1 | $870M | Sell |
4,548,566
-1,018,706
| -18% | -$193M | 0.79% | 30 |
|
|
2022
Q4 | $1.05B | Sell |
5,567,272
-1,569,280
| -22% | -$294M | 1.09% | 27 |
|
|
2022
Q3 | $1.22B | Sell |
7,136,552
-174,728
| -2% | -$31M | 1.26% | 20 |
|
|
2022
Q2 | $1.19B | Sell |
7,311,280
-107,309
| -1% | -$17.8M | 1.22% | 22 |
|
|
2022
Q1 | $1.3B | Sell |
7,418,589
-702,247
| -9% | -$112M | 0.91% | 27 |
|
|
2021
Q4 | $1.38B | Buy |
8,120,836
+43,307
| +0.5% | +$7.08M | 0.76% | 35 |
|
|
2021
Q3 | $1.2B | Sell |
8,077,529
-87,644
| -1% | -$12.5M | 0.63% | 41 |
|
|
2021
Q2 | $1.14B | Buy |
8,165,173
+246,033
| +3% | +$34.8M | 0.56% | 44 |
|
|
2021
Q1 | $988M | Sell |
7,919,140
-43,136
| -0.5% | -$5.21M | 0.55% | 46 |
|
|
2020
Q4 | $985M | Sell |
7,962,276
-215,131
| -3% | -$24.5M | 0.55% | 47 |
|
|
2020
Q3 | $863M | Sell |
8,177,407
-136,955
| -2% | -$14.2M | 0.59% | 41 |
|
|
2020
Q2 | $811M | Buy |
8,314,362
+1,118,673
| +16% | +$99.1M | 0.62% | 38 |
|
|
2020
Q1 | $587M | Buy |
7,195,689
+429,047
| +6% | +$41.1M | 0.64% | 33 |
|
|
2019
Q4 | $644M | Sell |
6,766,642
-235,063
| -3% | -$21.5M | 0.62% | 36 |
|
|
2019
Q3 | $627M | Sell |
7,001,705
-180,620
| -3% | -$16.2M | 0.71% | 34 |
|
|
2019
Q2 | $629M | Sell |
7,182,325
-12,080
| -0.2% | -$1.01M | 0.67% | 32 |
|
|
2019
Q1 | $562M | Buy |
7,194,405
+50,768
| +0.7% | +$3.91M | 0.61% | 39 |
|
|
2018
Q4 | $526M | Buy |
7,143,637
+18,790
| +0.3% | +$1.4M | 0.68% | 35 |
|
|
2018
Q3 | $530M | Buy |
7,124,847
+2,756
| +0% | +$198K | 0.57% | 42 |
|
|
2018
Q2 | $465M | Sell |
7,122,091
-41,735
| -0.6% | -$2.83M | 0.5% | 48 |
|
|
2018
Q1 | $492M | Sell |
7,163,826
-88,839
| -1% | -$5.99M | 0.58% | 39 |
|
|
2017
Q4 | $459M | Buy |
+7,252,665
| New | +$463M | 0.57% | 42 |
|
Other funds holding AJG
VCM
VPM
Baillie Gifford & Co's AJG Position: Q1 2026 in Review
Baillie Gifford & Co reduced its Arthur J. Gallagher & Co (AJG) stake by 85% in Q1 2026, selling an estimated $169M and leaving 133,430 shares worth $28.9M. The position accounts for 0.03% of the portfolio, ranked #167.
Baillie Gifford & Co first reported a position in AJG in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.38B in Q4 2021. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.
- Baillie Gifford & Co held 133,430 shares of Arthur J. Gallagher & Co worth $28.9M as of Q1 2026.
- Baillie Gifford & Co sold 731,830 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $169M.
- Arthur J. Gallagher & Co made up 0.03% of Baillie Gifford & Co's portfolio in Q1 2026, its #167 holding.
- Baillie Gifford & Co first reported a position in Arthur J. Gallagher & Co in Q4 2017 and has held it in 34 quarters since.
- Baillie Gifford & Co's Arthur J. Gallagher & Co position peaked at $1.38B in Q4 2021.
- 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.
Based on Baillie Gifford & Co's 13F filing for Q1 2026, filed 8 May 2026.