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Burney Company’s Arthur J. Gallagher & Co AJG Stock Holding History

Burney Company’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 		– Sell
-1,420
Closed -$367K – 581
2025
Q4 		$367K Sell
1,420
-1,240
-47% -$328K 0.01% 494
2025
Q3 		$824K Hold
2,660
– – 0.03% 342
2025
Q2 		$852K Sell
2,660
-140
-5% -$46.1K 0.03% 331
2025
Q1 		$967K Sell
2,800
-40
-1% -$12.6K 0.04% 314
2024
Q4 		$806K Hold
2,840
– – 0.03% 345
2024
Q3 		$799K Hold
2,840
– – 0.03% 364
2024
Q2 		$736K Hold
2,840
– – 0.03% 367
2024
Q1 		$710K Sell
2,840
-45
-2% -$10.8K 0.03% 377
2023
Q4 		$649K Buy
2,885
+100
+4% +$23.7K 0.03% 383
2023
Q3 		$635K Buy
+2,785
New +$623K 0.03% 371

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Burney Company's AJG Position: Q1 2026 in Review

Burney Company sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 1,420 shares — an estimated $367K sold.

Burney Company first reported a position in AJG in Q3 2023 and held it in 10 quarters. The position peaked at $967K in Q1 2025. 1,246 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Burney Company reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • Burney Company sold 1,420 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $367K.
  • Burney Company first reported a position in Arthur J. Gallagher & Co in Q3 2023 and held it in 10 quarters.
  • Burney Company's Arthur J. Gallagher & Co position peaked at $967K in Q1 2025.
  • 1,246 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Burney Company's 13F filing for Q1 2026, filed 29 Apr 2026.