BWFA
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Baltimore-Washington Financial Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Baltimore-Washington Financial 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
-55,166
Closed -$14.3M – 187
2025
Q4 		$14.3M Sell
55,166
-20,568
-27% -$5.45M 0.59% 50
2025
Q3 		$23.5M Buy
75,734
+4,798
+7% +$1.45M 1.01% 38
2025
Q2 		$22.7M Buy
70,936
+16,076
+29% +$5.3M 1.06% 37
2025
Q1 		$18.9M Buy
54,860
+3,115
+6% +$984K 1% 37
2024
Q4 		$14.7M Buy
51,745
+6,248
+14% +$1.82M 0.75% 47
2024
Q3 		$12.8M Buy
45,497
+1,984
+5% +$560K 0.69% 50
2024
Q2 		$11.3M Buy
43,513
+3,778
+10% +$937K 0.65% 52
2024
Q1 		$9.94M Buy
+39,735
New +$9.55M 0.62% 53

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