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CBIZ Investment Advisory Services’s Arthur J. Gallagher & Co AJG Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-155
Closed -$40K – 429
2025
Q4 		$40K Buy
155
+36
+30% +$9.53K ﹤0.01% 168
2025
Q3 		$36.7K Sell
119
-40
-25% -$12.1K ﹤0.01% 163
2025
Q2 		$50.8K Buy
159
+33
+26% +$10.9K ﹤0.01% 133
2025
Q1 		$43.3K Buy
126
+14
+13% +$4.42K ﹤0.01% 128
2024
Q4 		$31.7K Buy
112
+1
+0.9% +$291 ﹤0.01% 148
2024
Q3 		$31.4K Sell
111
-1
-0.9% -$282 ﹤0.01% 136
2024
Q2 		$28.9K Buy
112
+1
+0.9% +$248 ﹤0.01% 129
2024
Q1 		$27.9K Buy
+111
New +$26.7K ﹤0.01% 132

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
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

CBIZ Investment Advisory Services's AJG Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 155 shares — an estimated $40K sold.

CBIZ Investment Advisory Services first reported a position in AJG in Q1 2024 and held it in 8 quarters. The position peaked at $50.8K in Q2 2025. 1,246 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 155 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $40K.
  • CBIZ Investment Advisory Services first reported a position in Arthur J. Gallagher & Co in Q1 2024 and held it in 8 quarters.
  • CBIZ Investment Advisory Services's Arthur J. Gallagher & Co position peaked at $50.8K in Q2 2025.
  • 1,246 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.