BXM Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

BXM Wealth’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	-28,950	Closed	-$125K	–	133
2025 Q4	$125K	Buy	28,950 +28,099	+3,302%	+$7.44M	0.1%	124
2025 Q3	$264K	Buy	+851	New	+$257K	0.25%	105
2025 Q2	–	Sell	-843	Closed	-$289K	–	109
2025 Q1	$289K	Sell	843 -254	-23%	-$80.2K	0.35%	83
2024 Q4	$311K	Buy	+1,097	New	+$319K	0.44%	68

Other funds holding AJG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BXM Wealth's AJG Position: Q1 2026 in Review

BXM Wealth sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 28,950 shares — an estimated $125K sold.

BXM Wealth first reported a position in AJG in Q4 2024 and held it in 4 quarters. The position peaked at $311K in Q4 2024. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

BXM Wealth reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
BXM Wealth sold 28,950 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $125K.
BXM Wealth first reported a position in Arthur J. Gallagher & Co in Q4 2024 and held it in 4 quarters.
BXM Wealth's Arthur J. Gallagher & Co position peaked at $311K in Q4 2024.
1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on BXM Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.