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Cerro Pacific Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Cerro Pacific Wealth Advisors’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
-1,157
Closed -$299K – 160
2025
Q4 		$299K Buy
1,157
+71
+7% +$18.8K 0.08% 132
2025
Q3 		$337K Buy
1,086
+97
+10% +$29.2K 0.09% 122
2025
Q2 		$317K Buy
989
+180
+22% +$59.3K 0.09% 127
2025
Q1 		$229K Buy
809
+97
+14% +$30.6K 0.07% 146
2024
Q4 		$200K Buy
+712
New +$207K 0.07% 159

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 $3.38T AUM 44.17% 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

Cerro Pacific Wealth Advisors's AJG Position: Q1 2026 in Review

Cerro Pacific Wealth Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 1,157 shares — an estimated $299K sold.

Cerro Pacific Wealth Advisors first reported a position in AJG in Q4 2024 and held it in 5 quarters. The position peaked at $337K in Q3 2025. 1,248 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Cerro Pacific Wealth Advisors reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • Cerro Pacific Wealth Advisors sold 1,157 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $299K.
  • Cerro Pacific Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2024 and held it in 5 quarters.
  • Cerro Pacific Wealth Advisors's Arthur J. Gallagher & Co position peaked at $337K in Q3 2025.
  • 1,248 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.