Callan Family Office’s Arthur J. Gallagher & Co AJG Stock Holding History

Callan Family Office’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	$4.4M	Sell	20,312 -6,703	-25%	-$1.55M	0.1%	211
2025 Q4	$6.99M	Buy	27,015 +5,722	+27%	+$1.51M	0.15%	134
2025 Q3	$6.6M	Buy	21,293 +1,690	+9%	+$509K	0.21%	109
2025 Q2	$6.28M	Buy	19,603 +8,947	+84%	+$2.95M	0.2%	124
2025 Q1	$3.68M	Sell	10,656 -4,199	-28%	-$1.33M	0.28%	81
2024 Q4	$4.22M	Buy	14,855 +7,341	+98%	+$2.14M	0.27%	72
2024 Q3	$2.11M	Buy	7,514 +243	+3%	+$68.5K	0.36%	42
2024 Q2	$1.89M	Sell	7,271 -29	-0.4%	-$7.19K	0.36%	41
2024 Q1	$1.83M	Sell	7,300 -1,136	-13%	-$273K	0.43%	33
2023 Q4	$1.9M	Buy	8,436 +586	+7%	+$139K	0.47%	34
2023 Q3	$1.79M	Buy	+7,850	New	+$1.76M	0.48%	32

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

Callan Family Office's AJG Position: Q1 2026 in Review

Callan Family Office reduced its Arthur J. Gallagher & Co (AJG) stake by 25% in Q1 2026, selling an estimated $1.55M and leaving 20,312 shares worth $4.4M. The position accounts for 0.1% of the portfolio, ranked #211.

Callan Family Office first reported a position in AJG in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.99M in Q4 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Callan Family Office held 20,312 shares of Arthur J. Gallagher & Co worth $4.4M as of Q1 2026.
Callan Family Office sold 6,703 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $1.55M.
Arthur J. Gallagher & Co made up 0.1% of Callan Family Office's portfolio in Q1 2026, its #211 holding.
Callan Family Office first reported a position in Arthur J. Gallagher & Co in Q3 2023 and has held it in 11 quarters since.
Callan Family Office's Arthur J. Gallagher & Co position peaked at $6.99M in Q4 2025.
1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.