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

Burns Matteson 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 		– Sell
-1,077
Closed -$279K – 201
2025
Q4 		$279K Sell
1,077
-34
-3% -$9K 0.1% 162
2025
Q3 		$344K Sell
1,111
-668
-38% -$201K 0.14% 133
2025
Q2 		$569K Buy
1,779
+39
+2% +$12.9K 0.28% 58
2025
Q1 		$601K Buy
1,740
+753
+76% +$238K 0.32% 52
2024
Q4 		$280K Buy
+987
New +$287K 0.16% 120

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

Burns Matteson Capital Management's AJG Position: Q1 2026 in Review

Burns Matteson Capital Management sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 1,077 shares — an estimated $279K sold.

Burns Matteson Capital Management first reported a position in AJG in Q4 2024 and held it in 5 quarters. The position peaked at $601K in Q1 2025. 1,246 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Burns Matteson Capital Management reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • Burns Matteson Capital Management sold 1,077 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $279K.
  • Burns Matteson Capital Management first reported a position in Arthur J. Gallagher & Co in Q4 2024 and held it in 5 quarters.
  • Burns Matteson Capital Management's Arthur J. Gallagher & Co position peaked at $601K in Q1 2025.
  • 1,246 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Burns Matteson Capital Management's 13F filing for Q1 2026, filed 15 May 2026.