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Carlson Capital’s Arthur J. Gallagher & Co AJG Stock Holding History

Carlson Capital’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 		$347K Buy
+1,600
New +$370K 0.11% 69
2025
Q4 		– Sell
-700
Closed -$217K – 71
2025
Q3 		$217K Buy
+700
New +$211K 0.08% 58

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

Carlson Capital's AJG Position: Q1 2026 in Review

Carlson Capital opened a new position in Arthur J. Gallagher & Co (AJG) in Q1 2026: 1,600 shares worth $347K. The stake represents 0.11% of the portfolio and ranks #69 among its holdings. This is a return to the name: Carlson Capital previously reported a position in AJG as recently as Q3 2025.

Carlson Capital first reported a position in AJG in Q3 2025 and has held it in 2 quarters since. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Carlson Capital held 1,600 shares of Arthur J. Gallagher & Co worth $347K as of Q1 2026.
  • Arthur J. Gallagher & Co was a new Carlson Capital position in Q1 2026.
  • Arthur J. Gallagher & Co made up 0.11% of Carlson Capital's portfolio in Q1 2026, its #69 holding.
  • Carlson Capital first reported a position in Arthur J. Gallagher & Co in Q3 2025 and has held it in 2 quarters since.
  • 1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Carlson Capital's 13F filing for Q1 2026, filed 28 May 2026.