BankPlus Trust Department’s Arthur J. Gallagher & Co AJG Stock Holding History

BankPlus Trust Department’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	$1.02M	Sell	4,698 -33	-0.7%	-$7.62K	0.27%	83
2025 Q4	$1.22M	Sell	4,731 -506	-10%	-$134K	0.32%	70
2025 Q3	$1.62M	Sell	5,237 -97	-2%	-$29.2K	0.43%	54
2025 Q2	$1.71M	Buy	5,334 +409	+8%	+$135K	0.51%	48
2025 Q1	$1.7M	Sell	4,925 -367	-7%	-$116K	0.57%	41
2024 Q4	$1.5M	Buy	+5,292	New	+$1.54M	0.49%	49

Other funds holding AJG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BankPlus Trust Department's AJG Position: Q1 2026 in Review

BankPlus Trust Department reduced its Arthur J. Gallagher & Co (AJG) stake by 0.7% in Q1 2026, selling an estimated $7.62K and leaving 4,698 shares worth $1.02M. The position accounts for 0.27% of the portfolio, ranked #83.

BankPlus Trust Department first reported a position in AJG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.71M in Q2 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

BankPlus Trust Department held 4,698 shares of Arthur J. Gallagher & Co worth $1.02M as of Q1 2026.
BankPlus Trust Department sold 33 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $7.62K.
Arthur J. Gallagher & Co made up 0.27% of BankPlus Trust Department's portfolio in Q1 2026, its #83 holding.
BankPlus Trust Department first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 6 quarters since.
BankPlus Trust Department's Arthur J. Gallagher & Co position peaked at $1.71M in Q2 2025.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.