Choreo LLC’s Arthur J. Gallagher & Co AJG Stock Holding History

Choreo LLC’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	$2.83M	Buy	13,086 +3,673	+39%	+$848K	0.03%	315
2025 Q4	$2.46M	Buy	9,413 +180	+2%	+$47.7K	0.03%	326
2025 Q3	$2.86M	Sell	9,233 -1,414	-13%	-$426K	0.04%	295
2025 Q2	$3.41M	Sell	10,647 -3,047	-22%	-$1M	0.05%	253
2025 Q1	$4.73M	Sell	13,694 -4,119	-23%	-$1.3M	0.07%	191
2024 Q4	$5.06M	Buy	17,813 +5,102	+40%	+$1.48M	0.07%	183
2024 Q3	$3.64M	Buy	12,711 +360	+3%	+$102K	0.05%	233
2024 Q2	$3.2M	Buy	12,351 +6,946	+129%	+$1.72M	0.05%	223
2024 Q1	$1.35M	Sell	5,405 -190	-3%	-$45.7K	0.03%	230
2023 Q4	$1.26M	Buy	+5,595	New	+$1.33M	0.03%	228
2017 Q3	–	Sell	-5,144	Closed	-$294K	–	269
2017 Q2	$294K	Buy	5,144 +1	+0%	+$57	0.04%	214
2017 Q1	$291K	Buy	+5,143	New	+$283K	0.04%	205

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

Choreo LLC's AJG Position: Q1 2026 in Review

Choreo LLC increased its Arthur J. Gallagher & Co (AJG) stake by 39% in Q1 2026, buying an estimated $848K and bringing the position to 13,086 shares worth $2.83M. The position accounts for 0.03% of the portfolio, ranked #315.

Choreo LLC first reported a position in AJG in Q1 2017 and has held it in 12 quarters since. The position peaked at $5.06M in Q4 2024. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Choreo LLC held 13,086 shares of Arthur J. Gallagher & Co worth $2.83M as of Q1 2026.
Choreo LLC bought 3,673 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $848K.
Arthur J. Gallagher & Co made up 0.03% of Choreo LLC's portfolio in Q1 2026, its #315 holding.
Choreo LLC first reported a position in Arthur J. Gallagher & Co in Q1 2017 and has held it in 12 quarters since.
Choreo LLC's Arthur J. Gallagher & Co position peaked at $5.06M in Q4 2024.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.