Berkshire Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Berkshire Asset Management’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	$275K	Sell	1,270 -7	-0.5%	-$1.62K	0.01%	226
2025 Q4	$330K	Buy	1,277 +4	+0.3%	+$1.06K	0.01%	212
2025 Q3	$394K	Hold	1,273	–	–	0.02%	212
2025 Q2	$408K	Hold	1,273	–	–	0.02%	209
2025 Q1	$431K	Hold	1,273	–	–	0.02%	202
2024 Q4	$369K	Buy	1,273 +3	+0.2%	+$873	0.02%	222
2024 Q3	$329K	Hold	1,270	–	–	0.02%	222
2024 Q2	$329K	Hold	1,270	–	–	0.02%	222
2024 Q1	$318K	Sell	1,270 -3	-0.2%	-$721	0.02%	194
2023 Q4	$286K	Sell	1,273 -46	-3%	-$10.9K	0.02%	202
2023 Q3	$301K	Buy	1,319 +31	+2%	+$6.94K	0.02%	192
2023 Q2	$283K	Buy	1,288 +45	+4%	+$9.36K	0.02%	202
2023 Q1	$238K	Buy	+1,243	New	+$236K	0.01%	206

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

Berkshire Asset Management's AJG Position: Q1 2026 in Review

Berkshire Asset Management reduced its Arthur J. Gallagher & Co (AJG) stake by 0.55% in Q1 2026, selling an estimated $1.62K and leaving 1,270 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #226.

Berkshire Asset Management first reported a position in AJG in Q1 2023 and has held it in 13 quarters since. The position peaked at $431K in Q1 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Berkshire Asset Management held 1,270 shares of Arthur J. Gallagher & Co worth $275K as of Q1 2026.
Berkshire Asset Management sold 7 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $1.62K.
Arthur J. Gallagher & Co made up 0.01% of Berkshire Asset Management's portfolio in Q1 2026, its #226 holding.
Berkshire Asset Management first reported a position in Arthur J. Gallagher & Co in Q1 2023 and has held it in 13 quarters since.
Berkshire Asset Management's Arthur J. Gallagher & Co position peaked at $431K in Q1 2025.
1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.