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Boreal Capital Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Boreal Capital 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 		$36.8K Hold
170
– – 0.03% 206
2025
Q4 		$44K Hold
170
– – 0.03% 210
2025
Q3 		$52.7K Hold
170
– – 0.04% 203
2025
Q2 		$54.4K Buy
+170
New +$56K 0.04% 207

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

Boreal Capital Management's AJG Position: Q1 2026 in Review

Boreal Capital Management held its Arthur J. Gallagher & Co (AJG) position steady in Q1 2026 at 170 shares worth $36.8K. The position accounts for 0.03% of the portfolio, ranked #206.

Boreal Capital Management first reported a position in AJG in Q2 2025 and has held it in 4 quarters since. The position peaked at $54.4K in Q2 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Boreal Capital Management held 170 shares of Arthur J. Gallagher & Co worth $36.8K as of Q1 2026.
  • Boreal Capital Management left its Arthur J. Gallagher & Co share count unchanged in Q1 2026.
  • Arthur J. Gallagher & Co made up 0.03% of Boreal Capital Management's portfolio in Q1 2026, its #206 holding.
  • Boreal Capital Management first reported a position in Arthur J. Gallagher & Co in Q2 2025 and has held it in 4 quarters since.
  • Boreal Capital Management's Arthur J. Gallagher & Co position peaked at $54.4K in Q2 2025.
  • 1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.