Bogart Wealth LLC’s Arthur J. Gallagher & Co AJG Stock Holding History

Bogart Wealth LLC’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	$20.4K	Buy	94 +11	+13%	+$2.54K	﹤0.01%	722
2025 Q4	$21.5K	Sell	83 -11	-12%	-$2.91K	﹤0.01%	661
2025 Q3	$29K	Buy	94 +3	+3%	+$904	﹤0.01%	567
2025 Q2	$29K	Buy	91 +4	+5%	+$1.32K	﹤0.01%	555
2025 Q1	$30.2K	Hold	87	–	–	﹤0.01%	499
2024 Q4	$24.8K	Buy	87 +12	+16%	+$3.49K	﹤0.01%	542
2024 Q3	$21.2K	Hold	75	–	–	﹤0.01%	544
2024 Q2	$19.5K	Hold	75	–	–	﹤0.01%	534
2024 Q1	$18.7K	Sell	75 -3	-4%	-$721	﹤0.01%	530
2023 Q4	$17.5K	Buy	78 +3	+4%	+$711	﹤0.01%	530
2023 Q3	$17K	Buy	75 +1	+1%	+$224	﹤0.01%	503
2023 Q2	$16.3K	Hold	74	–	–	﹤0.01%	499
2023 Q1	$14.2K	Buy	74 +65	+722%	+$12.3K	﹤0.01%	529
2022 Q4	$1.7K	Buy	9 +4	+80%	+$748	﹤0.01%	805
2022 Q3	$1K	Sell	5 -11	-69%	-$1.95K	﹤0.01%	860
2022 Q2	$3K	Buy	+16	New	+$2.65K	﹤0.01%	713

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

Bogart Wealth LLC's AJG Position: Q1 2026 in Review

Bogart Wealth LLC increased its Arthur J. Gallagher & Co (AJG) stake by 13% in Q1 2026, buying an estimated $2.54K and bringing the position to 94 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Bogart Wealth LLC first reported a position in AJG in Q2 2022 and has held it in 16 quarters since. The position peaked at $30.2K in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Bogart Wealth LLC held 94 shares of Arthur J. Gallagher & Co worth $20.4K as of Q1 2026.
Bogart Wealth LLC bought 11 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $2.54K.
Arthur J. Gallagher & Co made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #722 holding.
Bogart Wealth LLC first reported a position in Arthur J. Gallagher & Co in Q2 2022 and has held it in 16 quarters since.
Bogart Wealth LLC's Arthur J. Gallagher & Co position peaked at $30.2K in Q1 2025.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.