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Bradley Foster & Sargent’s Arthur J. Gallagher & Co AJG Stock Holding History

Bradley Foster & Sargent’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 		$583K Sell
2,690
-10,142
-79% -$2.34M 0.01% 369
2025
Q4 		$3.32M Sell
12,832
-880
-6% -$233K 0.05% 180
2025
Q3 		$4.25M Buy
13,712
+312
+2% +$94.1K 0.06% 165
2025
Q2 		$4.29M Buy
13,400
+41
+0.3% +$13.5K 0.07% 169
2025
Q1 		$4.61M Sell
13,359
-6,793
-34% -$2.15M 0.08% 149
2024
Q4 		$5.72M Sell
20,152
-4,704
-19% -$1.37M 0.1% 135
2024
Q3 		$6.99M Buy
24,856
+78
+0.3% +$22K 0.12% 130
2024
Q2 		$6.43M Buy
24,778
+488
+2% +$121K 0.12% 132
2024
Q1 		$6.07M Sell
24,290
-4,101
-14% -$986K 0.11% 134
2023
Q4 		$6.38M Buy
28,391
+1,638
+6% +$388K 0.12% 125
2023
Q3 		$5.87M Hold
26,753
– – 0.12% 127
2023
Q2 		$5.87M Buy
26,753
+36
+0.1% +$7.49K 0.12% 127
2023
Q1 		$5.11M Sell
26,717
-61
-0.2% -$11.6K 0.12% 122
2022
Q4 		$5.05M Sell
26,778
-3,001
-10% -$561K 0.13% 119
2022
Q3 		$5.1M Sell
29,779
-133
-0.4% -$23.6K 0.14% 112
2022
Q2 		$4.88M Buy
29,912
+353
+1% +$58.6K 0.13% 118
2022
Q1 		$5.16M Sell
29,559
-139
-0.5% -$22.2K 0.11% 131
2021
Q4 		$5.04M Sell
29,698
-50
-0.2% -$8.17K 0.1% 129
2021
Q3 		$4.42M Buy
29,748
+104
+0.4% +$14.9K 0.1% 124
2021
Q2 		$4.15M Sell
29,644
-2,791
-9% -$394K 0.1% 134
2021
Q1 		$4.05M Sell
32,435
-56
-0.2% -$6.76K 0.1% 131
2020
Q4 		$4.02M Sell
32,491
-69
-0.2% -$7.86K 0.11% 125
2020
Q3 		$3.44M Buy
+32,560
New +$3.38M 0.1% 130
2020
Q1 		$2.5M Buy
30,712
+560
+2% +$53.6K 0.1% 132
2019
Q4 		$2.87M Buy
30,152
+55
+0.2% +$5.04K 0.09% 143
2019
Q3 		$2.7M Sell
30,097
-742
-2% -$66.7K 0.09% 145
2019
Q2 		$2.7M Sell
30,839
-50
-0.2% -$4.17K 0.09% 146
2019
Q1 		$2.41M Sell
30,889
-190
-0.6% -$14.6K 0.08% 146
2018
Q4 		$2.29M Buy
31,079
+2,156
+7% +$161K 0.09% 145
2018
Q3 		$2.15M Buy
28,923
+1,560
+6% +$112K 0.07% 168
2018
Q2 		$1.79M Buy
27,363
+6,549
+31% +$443K 0.06% 178
2018
Q1 		$1.43M Sell
20,814
-1,350
-6% -$91.1K 0.05% 188
2017
Q4 		$1.4M Sell
22,164
-2,178
-9% -$139K 0.05% 191
2017
Q3 		$1.5M Sell
24,342
-905
-4% -$53.2K 0.06% 182
2017
Q2 		$1.45M Buy
25,247
+444
+2% +$25.1K 0.06% 181
2017
Q1 		$1.4M Hold
24,803
– – 0.06% 180
2016
Q4 		$1.29M Buy
24,803
+2,518
+11% +$127K 0.05% 184
2016
Q3 		$1.13M Buy
22,285
+3,095
+16% +$153K 0.05% 182
2016
Q2 		$913K Hold
19,190
– – 0.04% 194
2016
Q1 		$854K Sell
19,190
-700
-4% -$27.9K 0.04% 203
2015
Q4 		$814K Sell
19,890
-6,520
-25% -$280K 0.04% 200
2015
Q3 		$1.09M Sell
26,410
-1,020
-4% -$46.2K 0.05% 183
2015
Q2 		$1.3M Buy
27,430
+5,361
+24% +$258K 0.06% 181
2015
Q1 		$1.03M Buy
22,069
+4,700
+27% +$220K 0.05% 195
2014
Q4 		$818K Hold
17,369
– – 0.04% 209
2014
Q3 		$788K Hold
17,369
– – 0.04% 216
2014
Q2 		$809K Buy
17,369
+650
+4% +$29.6K 0.04% 209
2014
Q1 		$795K Sell
16,719
-12,085
-42% -$564K 0.04% 204
2013
Q4 		$1.35M Sell
28,804
-400
-1% -$18.6K 0.07% 169
2013
Q3 		$1.27M Sell
29,204
-100
-0.3% -$4.39K 0.07% 161
2013
Q2 		$1.28M Buy
+29,304
New +$1.27M 0.08% 153

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

Bradley Foster & Sargent's AJG Position: Q1 2026 in Review

Bradley Foster & Sargent reduced its Arthur J. Gallagher & Co (AJG) stake by 79% in Q1 2026, selling an estimated $2.34M and leaving 2,690 shares worth $583K. The position accounts for 0.01% of the portfolio, ranked #369.

Bradley Foster & Sargent first reported a position in AJG in Q2 2013 and has held it in 51 quarters since. The position peaked at $6.99M in Q3 2024. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Bradley Foster & Sargent held 2,690 shares of Arthur J. Gallagher & Co worth $583K as of Q1 2026.
  • Bradley Foster & Sargent sold 10,142 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $2.34M.
  • Arthur J. Gallagher & Co made up 0.01% of Bradley Foster & Sargent's portfolio in Q1 2026, its #369 holding.
  • Bradley Foster & Sargent first reported a position in Arthur J. Gallagher & Co in Q2 2013 and has held it in 51 quarters since.
  • Bradley Foster & Sargent's Arthur J. Gallagher & Co position peaked at $6.99M in Q3 2024.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Bradley Foster & Sargent's 13F filing for Q1 2026, filed 15 May 2026.