Chilton Investment Company’s Arthur J. Gallagher & Co AJG Stock Holding History

Chilton Investment 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	$106M	Sell	490,488 -278,182	-36%	-$64.3M	2.49%	13
2025 Q4	$199M	Buy	768,670 +2,875	+0.4%	+$761K	4.15%	7
2025 Q3	$237M	Buy	765,795 +73,192	+11%	+$22.1M	4.83%	6
2025 Q2	$222M	Buy	692,603 +13,847	+2%	+$4.56M	4.92%	7
2025 Q1	$234M	Buy	678,756 +42,257	+7%	+$13.3M	5.72%	6
2024 Q4	$181M	Buy	636,499 +57,194	+10%	+$16.6M	4.64%	7
2024 Q3	$163M	Buy	579,305 +2,293	+0.4%	+$647K	4.27%	7
2024 Q2	$150M	Buy	577,012 +24,560	+4%	+$6.09M	4.22%	7
2024 Q1	$138M	Buy	552,452 +67,904	+14%	+$16.3M	3.79%	9
2023 Q4	$109M	Buy	484,548 +400,453	+476%	+$94.9M	3.21%	11
2023 Q3	$19.2M	Buy	+84,095	New	+$18.8M	0.61%	32

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

Chilton Investment Company's AJG Position: Q1 2026 in Review

Chilton Investment Company reduced its Arthur J. Gallagher & Co (AJG) stake by 36% in Q1 2026, selling an estimated $64.3M and leaving 490,488 shares worth $106M. The position accounts for 2.49% of the portfolio, ranked #13.

Chilton Investment Company first reported a position in AJG in Q3 2023 and has held it in 11 quarters since. The position peaked at $237M in Q3 2025. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Chilton Investment Company held 490,488 shares of Arthur J. Gallagher & Co worth $106M as of Q1 2026.
Chilton Investment Company sold 278,182 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $64.3M.
Arthur J. Gallagher & Co made up 2.49% of Chilton Investment Company's portfolio in Q1 2026, its #13 holding.
Chilton Investment Company first reported a position in Arthur J. Gallagher & Co in Q3 2023 and has held it in 11 quarters since.
Chilton Investment Company's Arthur J. Gallagher & Co position peaked at $237M in Q3 2025.
1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Chilton Investment Company's 13F filing for Q1 2026, filed 15 May 2026.