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

Cassaday & Co 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	$28.8K	Buy	+133	New	+$30.7K	﹤0.01%	725

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

Cassaday & Co Wealth Management's AJG Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Arthur J. Gallagher & Co (AJG) in Q1 2026: 133 shares worth $28.8K. The stake represents ﹤0.01% of the portfolio and ranks #725 among its holdings.

1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Cassaday & Co Wealth Management held 133 shares of Arthur J. Gallagher & Co worth $28.8K as of Q1 2026.
Arthur J. Gallagher & Co was a new Cassaday & Co Wealth Management position in Q1 2026.
Arthur J. Gallagher & Co made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #725 holding.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.