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Bay Colony Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Bay Colony 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
-2,999
Closed -$776K – 491
2025
Q4 		$776K Buy
2,999
+255
+9% +$67.5K 0.09% 197
2025
Q3 		$850K Buy
2,744
+403
+17% +$121K 0.1% 186
2025
Q2 		$749K Sell
2,341
-116
-5% -$38.2K 0.1% 179
2025
Q1 		$837K Sell
2,457
-45
-2% -$14.2K 0.13% 165
2024
Q4 		$710K Buy
2,502
+199
+9% +$57.9K 0.11% 192
2024
Q3 		$648K Buy
2,303
+101
+5% +$28.5K 0.1% 206
2024
Q2 		$571K Buy
2,202
+100
+5% +$24.8K 0.1% 198
2024
Q1 		$526K Buy
2,102
+43
+2% +$10.3K 0.09% 199
2023
Q4 		$463K Sell
2,059
-520
-20% -$123K 0.09% 211
2023
Q3 		$588K Buy
2,579
+309
+14% +$69.2K 0.14% 154
2023
Q2 		$498K Sell
2,270
-83
-4% -$17.3K 0.12% 170
2023
Q1 		$446K Buy
2,353
+521
+28% +$98.9K 0.12% 173
2022
Q4 		$345K Buy
1,832
+202
+12% +$37.8K 0.09% 221
2022
Q3 		$279K Buy
+1,630
New +$289K 0.08% 236
2018
Q3 		– Sell
-345
Closed -$23K – 232
2018
Q2 		$23K Buy
+345
New +$23.4K 0.02% 491

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bay Colony Advisors's AJG Position: Q1 2026 in Review

Bay Colony Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 2,999 shares — an estimated $776K sold.

Bay Colony Advisors first reported a position in AJG in Q2 2018 and held it in 15 quarters. The position peaked at $850K in Q3 2025. 1,246 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Bay Colony Advisors reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • Bay Colony Advisors sold 2,999 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $776K.
  • Bay Colony Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2018 and held it in 15 quarters.
  • Bay Colony Advisors's Arthur J. Gallagher & Co position peaked at $850K in Q3 2025.
  • 1,246 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Bay Colony Advisors's 13F filing for Q1 2026, filed 5 May 2026.