CI Investments Inc
AJG icon

CI Investments Inc’s Arthur J. Gallagher & Co AJG Stock Holding History

CI Investments Inc’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 		$11.7M Buy
54,053
+2,250
+4% +$520K 0.06% 206
2025
Q4 		$13.4M Sell
51,803
-106,920
-67% -$28.3M 0.06% 197
2025
Q3 		$49.2M Sell
158,723
-240,854
-60% -$72.6M 0.18% 107
2025
Q2 		$128M Sell
399,577
-410
-0.1% -$135K 0.48% 43
2025
Q1 		$138M Buy
399,987
+93,395
+30% +$29.5M 0.58% 36
2024
Q4 		$87M Sell
306,592
-29,536
-9% -$8.6M 0.33% 62
2024
Q3 		$94.6M Sell
336,128
-17,643
-5% -$4.98M 0.36% 58
2024
Q2 		$91.7M Buy
353,771
+41,919
+13% +$10.4M 0.36% 57
2024
Q1 		$78M Buy
311,852
+150,303
+93% +$36.1M 0.31% 72
2023
Q4 		$36.3M Sell
161,549
-15,831
-9% -$3.75M 0.19% 117
2023
Q3 		$40.4M Sell
177,380
-4,047
-2% -$906K 0.23% 106
2023
Q2 		$39.8M Buy
181,427
+89,333
+97% +$18.6M 0.2% 114
2023
Q1 		$17.6M Buy
92,094
+62,097
+207% +$11.8M 0.09% 187
2022
Q4 		$5.66M Buy
29,997
+1,655
+6% +$310K 0.03% 273
2022
Q3 		$4.85M Buy
28,342
+252
+0.9% +$44.7K 0.03% 289
2022
Q2 		$4.58M Sell
28,090
-224
-0.8% -$37.2K 0.02% 288
2022
Q1 		$4.94M Buy
28,314
+1,138
+4% +$181K 0.02% 323
2021
Q4 		$4.61M Sell
27,176
-4,036
-13% -$660K 0.02% 340
2021
Q3 		$4.64M Sell
31,212
-54
-0.2% -$7.73K 0.02% 350
2021
Q2 		$4.38M Buy
31,266
+1,442
+5% +$204K 0.02% 363
2021
Q1 		$3.72M Sell
29,824
-100,129
-77% -$12.1M 0.02% 318
2020
Q4 		$16.1M Buy
129,953
+127,427
+5,045% +$14.5M 0.07% 209
2020
Q3 		$267K Buy
2,526
+1,286
+104% +$133K ﹤0.01% 531
2020
Q2 		$121K Sell
1,240
-15,181
-92% -$1.34M ﹤0.01% 559
2020
Q1 		$1.34M Sell
16,421
-1,955
-11% -$187K 0.01% 330
2019
Q4 		$1.75M Sell
18,376
-3,342
-15% -$306K 0.01% 332
2019
Q3 		$1.95M Buy
+21,718
New +$1.95M 0.01% 331

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

CI Investments Inc's AJG Position: Q1 2026 in Review

CI Investments Inc increased its Arthur J. Gallagher & Co (AJG) stake by 4.3% in Q1 2026, buying an estimated $520K and bringing the position to 54,053 shares worth $11.7M. The position accounts for 0.06% of the portfolio, ranked #206.

CI Investments Inc first reported a position in AJG in Q3 2019 and has held it in 27 quarters since. The position peaked at $138M in Q1 2025. 1,244 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • CI Investments Inc held 54,053 shares of Arthur J. Gallagher & Co worth $11.7M as of Q1 2026.
  • CI Investments Inc bought 2,250 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $520K.
  • Arthur J. Gallagher & Co made up 0.06% of CI Investments Inc's portfolio in Q1 2026, its #206 holding.
  • CI Investments Inc first reported a position in Arthur J. Gallagher & Co in Q3 2019 and has held it in 27 quarters since.
  • CI Investments Inc's Arthur J. Gallagher & Co position peaked at $138M in Q1 2025.
  • 1,244 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.