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

Barbara Oil Co’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	$3.57M	Hold	16,500	–	–	1.38%	24
2025 Q4	$4.27M	Hold	16,500	–	–	1.59%	17
2025 Q3	$5.11M	Hold	16,500	–	–	1.9%	14
2025 Q2	$5.28M	Hold	16,500	–	–	2.08%	12
2025 Q1	$5.7M	Hold	16,500	–	–	2.31%	12
2024 Q4	$4.68M	Hold	16,500	–	–	1.94%	14
2024 Q3	$4.64M	Hold	16,500	–	–	1.9%	16
2024 Q2	$4.28M	Hold	16,500	–	–	1.87%	16
2024 Q1	$4.13M	Hold	16,500	–	–	1.74%	19
2023 Q4	$3.71M	Hold	16,500	–	–	1.67%	21
2023 Q3	$3.76M	Hold	16,500	–	–	1.78%	16
2023 Q2	$3.62M	Hold	16,500	–	–	1.66%	19
2023 Q1	$3.16M	Hold	16,500	–	–	1.51%	22
2022 Q4	$3.11M	Hold	16,500	–	–	1.49%	24
2022 Q3	$2.83M	Hold	16,500	–	–	1.55%	19
2022 Q2	$2.69M	Hold	16,500	–	–	1.39%	26
2022 Q1	$2.88M	Hold	16,500	–	–	1.32%	27
2021 Q4	$2.8M	Hold	16,500	–	–	1.21%	26
2021 Q3	$2.45M	Hold	16,500	–	–	1.15%	30
2021 Q2	$2.31M	Hold	16,500	–	–	1.07%	32
2021 Q1	$2.06M	Hold	16,500	–	–	0.99%	33
2020 Q4	$2.04M	Hold	16,500	–	–	1.03%	32
2020 Q3	$1.74M	Hold	16,500	–	–	0.95%	32
2020 Q2	$1.61M	Hold	16,500	–	–	0.93%	33
2020 Q1	$1.34M	Hold	16,500	–	–	0.9%	34
2019 Q4	$1.57M	Hold	16,500	–	–	0.83%	34
2019 Q3	$1.48M	Hold	16,500	–	–	0.84%	35
2019 Q2	$1.45M	Buy	16,500 +1,500	+10%	+$125K	0.83%	34
2019 Q1	$1.17M	Hold	15,000	–	–	0.7%	41
2018 Q4	$1.11M	Hold	15,000	–	–	0.75%	39
2018 Q3	$1.12M	Hold	15,000	–	–	0.66%	46
2018 Q2	$979K	Hold	15,000	–	–	0.63%	49
2018 Q1	$1.03M	Hold	15,000	–	–	0.67%	45
2017 Q4	$949K	Hold	15,000	–	–	0.61%	53
2017 Q3	$923K	Hold	15,000	–	–	0.64%	48
2017 Q2	$859K	Hold	15,000	–	–	0.62%	52
2017 Q1	$848K	Hold	15,000	–	–	0.63%	55
2016 Q4	$779K	Hold	15,000	–	–	0.61%	55
2016 Q3	$763K	Hold	15,000	–	–	0.61%	54
2016 Q2	$714K	Hold	15,000	–	–	0.57%	57
2016 Q1	$667K	Hold	15,000	–	–	0.56%	58
2015 Q4	$614K	Hold	15,000	–	–	0.52%	60
2015 Q3	$619K	Hold	15,000	–	–	0.55%	60
2015 Q2	$710K	Hold	15,000	–	–	0.59%	55
2015 Q1	$701K	Hold	15,000	–	–	0.57%	59
2014 Q4	$706K	Hold	15,000	–	–	0.57%	59
2014 Q3	$680K	Hold	15,000	–	–	0.58%	55
2014 Q2	$699K	Hold	15,000	–	–	0.59%	55
2014 Q1	$714K	Hold	15,000	–	–	0.63%	54
2013 Q4	$704K	Buy	+15,000	New	+$697K	0.61%	56

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

Barbara Oil Co's AJG Position: Q1 2026 in Review

Barbara Oil Co held its Arthur J. Gallagher & Co (AJG) position steady in Q1 2026 at 16,500 shares worth $3.57M. The position accounts for 1.38% of the portfolio, ranked #24.

Barbara Oil Co first reported a position in AJG in Q4 2013 and has held it in 50 quarters since. The position peaked at $5.7M in Q1 2025. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Barbara Oil Co held 16,500 shares of Arthur J. Gallagher & Co worth $3.57M as of Q1 2026.
Barbara Oil Co left its Arthur J. Gallagher & Co share count unchanged in Q1 2026.
Arthur J. Gallagher & Co made up 1.38% of Barbara Oil Co's portfolio in Q1 2026, its #24 holding.
Barbara Oil Co first reported a position in Arthur J. Gallagher & Co in Q4 2013 and has held it in 50 quarters since.
Barbara Oil Co's Arthur J. Gallagher & Co position peaked at $5.7M in Q1 2025.
1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Barbara Oil Co's 13F filing for Q1 2026, filed 13 May 2026.