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Beacon Investment Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Beacon Investment 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 		$231K Buy
1,064
+11
+1% +$2.54K 0.09% 158
2025
Q4 		$273K Buy
1,053
+88
+9% +$23.3K 0.11% 146
2025
Q3 		$299K Buy
965
+175
+22% +$52.8K 0.12% 133
2025
Q2 		$251K Buy
790
+8
+1% +$2.64K 0.11% 144
2025
Q1 		$270K Buy
782
+53
+7% +$16.7K 0.13% 135
2024
Q4 		$207K Buy
+729
New +$212K 0.1% 144

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

Beacon Investment Advisors's AJG Position: Q1 2026 in Review

Beacon Investment Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 1% in Q1 2026, buying an estimated $2.54K and bringing the position to 1,064 shares worth $231K. The position accounts for 0.09% of the portfolio, ranked #158.

Beacon Investment Advisors first reported a position in AJG in Q4 2024 and has held it in 6 quarters since. The position peaked at $299K in Q3 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Beacon Investment Advisors held 1,064 shares of Arthur J. Gallagher & Co worth $231K as of Q1 2026.
  • Beacon Investment Advisors bought 11 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $2.54K.
  • Arthur J. Gallagher & Co made up 0.09% of Beacon Investment Advisors's portfolio in Q1 2026, its #158 holding.
  • Beacon Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 6 quarters since.
  • Beacon Investment Advisors's Arthur J. Gallagher & Co position peaked at $299K in Q3 2025.
  • 1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.