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 New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baltimore-Washington Financial Advisors's AJG Position: Q1 2026 in Review

Baltimore-Washington Financial Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 55,166 shares — an estimated $14.3M sold.

Baltimore-Washington Financial Advisors first reported a position in AJG in Q1 2024 and held it in 8 quarters. The position peaked at $23.5M in Q3 2025. 1,248 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Baltimore-Washington Financial Advisors reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 55,166 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $14.3M.
Baltimore-Washington Financial Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2024 and held it in 8 quarters.
Baltimore-Washington Financial Advisors's Arthur J. Gallagher & Co position peaked at $23.5M in Q3 2025.
1,248 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.