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Cetera Trust Company’s Arthur J. Gallagher & Co AJG Stock Holding History

Cetera Trust Company’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 		$7.36K Hold
34
– – ﹤0.01% 316
2025
Q4 		$8.8K Hold
34
– – ﹤0.01% 307
2025
Q3 		$10.5K Hold
34
– – 0.01% 291
2025
Q2 		$10.9K Hold
34
– – 0.01% 288
2025
Q1 		$11.7K Hold
34
– – 0.01% 276
2024
Q4 		$9.65K Hold
34
– – 0.01% 294
2024
Q3 		$9.57K Hold
34
– – 0.01% 305
2024
Q2 		$8.82K Hold
34
– – 0.01% 307
2024
Q1 		$8.5K Hold
34
– – 0.01% 317
2023
Q4 		$7.65K Buy
+34
New +$8.05K ﹤0.01% 322

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

Cetera Trust Company's AJG Position: Q1 2026 in Review

Cetera Trust Company held its Arthur J. Gallagher & Co (AJG) position steady in Q1 2026 at 34 shares worth $7.36K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Cetera Trust Company first reported a position in AJG in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.7K in Q1 2025. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Cetera Trust Company held 34 shares of Arthur J. Gallagher & Co worth $7.36K as of Q1 2026.
  • Cetera Trust Company left its Arthur J. Gallagher & Co share count unchanged in Q1 2026.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Cetera Trust Company's portfolio in Q1 2026, its #316 holding.
  • Cetera Trust Company first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 10 quarters since.
  • Cetera Trust Company's Arthur J. Gallagher & Co position peaked at $11.7K in Q1 2025.
  • 1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.