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
2014
Q1 		– Sell
-78
Closed -$7K – 154
2013
Q4 		$7K Buy
+78
New +$3.62K ﹤0.01% 481

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

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. 1,242 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.
  • 1,242 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.