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

Bowie 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 		$95.1M Buy
438,928
+209,521
+91% +$48.4M 3.51% 14
2025
Q4 		$59.4M Buy
229,407
+123,211
+116% +$32.6M 2.38% 20
2025
Q3 		$32.9M Buy
+106,196
New +$32M 1.43% 22

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

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

Bowie Capital Management increased its Arthur J. Gallagher & Co (AJG) stake by 91% in Q1 2026, buying an estimated $48.4M and bringing the position to 438,928 shares worth $95.1M. The position accounts for 3.51% of the portfolio, ranked #14.

Bowie Capital Management first reported a position in AJG in Q3 2025 and has held it in 3 quarters since. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Bowie Capital Management held 438,928 shares of Arthur J. Gallagher & Co worth $95.1M as of Q1 2026.
  • Bowie Capital Management bought 209,521 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $48.4M.
  • Arthur J. Gallagher & Co made up 3.51% of Bowie Capital Management's portfolio in Q1 2026, its #14 holding.
  • Bowie Capital Management first reported a position in Arthur J. Gallagher & Co in Q3 2025 and has held it in 3 quarters since.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

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