Carson Wealth (CWM LLC)
AJG icon

Carson Wealth (CWM LLC)’s Arthur J. Gallagher & Co AJG Stock Holding History

Carson Wealth (CWM LLC)’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 		$5.79M Buy
26,731
+1,077
+4% +$249K 0.02% 742
2025
Q4 		$6.64M Buy
25,654
+1,377
+6% +$365K 0.02% 669
2025
Q3 		$7.52M Sell
24,277
-705
-3% -$213K 0.02% 565
2025
Q2 		$8M Sell
24,982
-312
-1% -$103K 0.03% 446
2025
Q1 		$8.73M Buy
25,294
+1,784
+8% +$564K 0.03% 377
2024
Q4 		$6.67M Sell
23,510
-171
-0.7% -$49.8K 0.03% 412
2024
Q3 		$6.66M Buy
23,681
+1,857
+9% +$524K 0.03% 390
2024
Q2 		$5.66M Sell
21,824
-192
-0.9% -$47.6K 0.03% 394
2024
Q1 		$5.5M Sell
22,016
-978
-4% -$235K 0.03% 401
2023
Q4 		$5.17M Sell
22,994
-6,831
-23% -$1.62M 0.03% 392
2023
Q3 		$6.8M Buy
29,825
+2,471
+9% +$553K 0.04% 307
2023
Q2 		$6.01M Buy
27,354
+1,416
+5% +$295K 0.04% 316
2023
Q1 		$4.96M Buy
25,938
+22
+0.1% +$4.17K 0.03% 320
2022
Q4 		$4.89M Buy
25,916
+35
+0.1% +$6.55K 0.04% 305
2022
Q3 		$4.43M Buy
25,881
+178
+0.7% +$31.6K 0.04% 301
2022
Q2 		$4.19M Buy
25,703
+963
+4% +$160K 0.03% 316
2022
Q1 		$4.32M Buy
24,740
+666
+3% +$106K 0.03% 313
2021
Q4 		$4.08M Buy
+24,074
New +$3.93M 0.03% 319
2021
Q2 		$3.38M Hold
24,127
– – 0.03% 335
2021
Q1 		$3.38M Hold
24,127
– – 0.03% 335
2020
Q4 		$3.38M Hold
24,127
– – 0.03% 335
2020
Q3 		$3.38M Hold
24,127
– – 0.03% 335
2020
Q2 		$3.38M Hold
24,127
– – 0.03% 335
2020
Q1 		$3.38M Hold
24,127
– – 0.03% 335
2019
Q4 		$3.38M Hold
24,127
– – 0.03% 335
2019
Q3 		$3.38M Hold
24,127
– – 0.03% 335
2019
Q2 		$3.38M Hold
24,127
– – 0.03% 335
2019
Q1 		$3.38M Buy
24,127
+7,200
+43% +$555K 0.03% 335
2018
Q4 		$1.25M Sell
16,927
-175
-1% -$13.1K 0.03% 339
2018
Q3 		$1.27M Buy
17,102
+17,082
+85,410% +$1.22M 0.03% 300
2018
Q2 		$1K Hold
20
– – ﹤0.01% 1465
2018
Q1 		$1K Buy
+20
New +$1.35K ﹤0.01% 1237
2017
Q4 		– Sell
-40
Closed -$2K – 1443
2017
Q3 		$2K Sell
40
-120
-75% -$7.06K ﹤0.01% 1262
2017
Q2 		$9K Hold
160
– – ﹤0.01% 785
2017
Q1 		$9K Hold
160
– – ﹤0.01% 765
2016
Q4 		$8K Hold
160
– – ﹤0.01% 761
2016
Q3 		$8K Hold
160
– – ﹤0.01% 733
2016
Q2 		$8K Hold
160
– – ﹤0.01% 571
2016
Q1 		$7K Hold
160
– – ﹤0.01% 558
2015
Q4 		$7K Hold
160
– – ﹤0.01% 489
2015
Q3 		$7K Buy
+160
New +$7.25K ﹤0.01% 475
2014
Q1 		– Sell
-10,051
Closed -$472K – 155
2013
Q4 		$472K Sell
10,051
-260
-3% -$12.1K 0.07% 139
2013
Q3 		$450K Buy
+10,311
New +$453K 0.12% 117

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $846B AUM 46.74% 1-Year Est. Return
VPM
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

Carson Wealth (CWM LLC)'s AJG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Arthur J. Gallagher & Co (AJG) stake by 4.2% in Q1 2026, buying an estimated $249K and bringing the position to 26,731 shares worth $5.79M. The position accounts for 0.02% of the portfolio, ranked #742.

Carson Wealth (CWM LLC) first reported a position in AJG in Q3 2013 and has held it in 43 quarters since. The position peaked at $8.73M in Q1 2025. 1,245 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 26,731 shares of Arthur J. Gallagher & Co worth $5.79M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,077 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $249K.
  • Arthur J. Gallagher & Co made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #742 holding.
  • Carson Wealth (CWM LLC) first reported a position in Arthur J. Gallagher & Co in Q3 2013 and has held it in 43 quarters since.
  • Carson Wealth (CWM LLC)'s Arthur J. Gallagher & Co position peaked at $8.73M in Q1 2025.
  • 1,245 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.