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

Cahaba Wealth 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 		$245K Buy
1,132
+59
+5% +$13.6K 0.02% 137
2025
Q4 		$278K Buy
1,073
+2
+0.2% +$529 0.02% 120
2025
Q3 		$332K Sell
1,071
-2
-0.2% -$603 0.02% 113
2025
Q2 		$343K Buy
1,073
+2
+0.2% +$659 0.03% 113
2025
Q1 		$370K Sell
1,071
-46
-4% -$14.5K 0.03% 103
2024
Q4 		$317K Hold
1,117
– – 0.03% 113
2024
Q3 		$314K Hold
1,117
– – 0.03% 120
2024
Q2 		$290K Sell
1,117
-184
-14% -$45.6K 0.03% 117
2024
Q1 		$325K Hold
1,301
– – 0.03% 110
2023
Q4 		$293K Hold
1,301
– – 0.03% 111
2023
Q3 		$297K Sell
1,301
-433
-25% -$96.9K 0.03% 108
2023
Q2 		$381K Sell
1,734
-67
-4% -$13.9K 0.04% 95
2023
Q1 		$345K Hold
1,801
– – 0.04% 100
2022
Q4 		$340K Sell
1,801
-66
-4% -$12.3K 0.04% 100
2022
Q3 		$319K Sell
1,867
-108
-5% -$19.2K 0.04% 99
2022
Q2 		$322K Hold
1,975
– – 0.05% 102
2022
Q1 		$332K Sell
1,975
-153
-7% -$24.4K 0.05% 105
2021
Q4 		$361K Buy
2,128
+95
+5% +$15.5K 0.05% 105
2021
Q3 		$302K Buy
+2,033
New +$291K 0.04% 108

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

Cahaba Wealth Management's AJG Position: Q1 2026 in Review

Cahaba Wealth Management increased its Arthur J. Gallagher & Co (AJG) stake by 5.5% in Q1 2026, buying an estimated $13.6K and bringing the position to 1,132 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #137.

Cahaba Wealth Management first reported a position in AJG in Q3 2021 and has held it in 19 quarters since. The position peaked at $381K in Q2 2023. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Cahaba Wealth Management held 1,132 shares of Arthur J. Gallagher & Co worth $245K as of Q1 2026.
  • Cahaba Wealth Management bought 59 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $13.6K.
  • Arthur J. Gallagher & Co made up 0.02% of Cahaba Wealth Management's portfolio in Q1 2026, its #137 holding.
  • Cahaba Wealth Management first reported a position in Arthur J. Gallagher & Co in Q3 2021 and has held it in 19 quarters since.
  • Cahaba Wealth Management's Arthur J. Gallagher & Co position peaked at $381K in Q2 2023.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Cahaba Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.