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Cedar Cove Wealth Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Cedar Cove Wealth Partners’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
-1,182
Closed -$306K – 89
2025
Q4 		$306K Buy
+1,182
New +$313K 0.16% 76

Other funds holding AJG

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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

Cedar Cove Wealth Partners's AJG Position: Q1 2026 in Review

Cedar Cove Wealth Partners sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 1,182 shares — an estimated $306K sold.

Cedar Cove Wealth Partners first reported a position in AJG in Q4 2025 and held it in 1 quarter. The position peaked at $306K in Q4 2025. 1,246 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Cedar Cove Wealth Partners reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • Cedar Cove Wealth Partners sold 1,182 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $306K.
  • Cedar Cove Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q4 2025 and held it in 1 quarter.
  • Cedar Cove Wealth Partners's Arthur J. Gallagher & Co position peaked at $306K in Q4 2025.
  • 1,246 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Cedar Cove Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.