Clean Yield Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Clean Yield Group’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	$97.7K	Hold	451	–	–	0.03%	182
2025 Q4	$117K	Hold	451	–	–	0.03%	166
2025 Q3	$140K	Sell	451 -3	-0.7%	-$904	0.04%	149
2025 Q2	$145K	Hold	454	–	–	0.04%	145
2025 Q1	$157K	Hold	454	–	–	0.05%	144
2024 Q4	$129K	Hold	454	–	–	0.04%	157
2024 Q3	$128K	Buy	454 +3	+0.7%	+$846	0.04%	161
2024 Q2	$117K	Hold	451	–	–	0.04%	158
2024 Q1	$113K	Hold	451	–	–	0.04%	166
2023 Q4	$101K	Hold	451	–	–	0.04%	170
2023 Q3	$106K	Hold	451	–	–	0.05%	166
2023 Q2	$99K	Hold	451	–	–	0.04%	175
2023 Q1	$86.3K	Hold	451	–	–	0.04%	191
2022 Q4	$85K	Buy	451 +332	+279%	+$62.1K	0.04%	191
2022 Q3	$20K	Hold	119	–	–	0.01%	284
2022 Q2	$19K	Hold	119	–	–	0.01%	295
2022 Q1	$21K	Hold	119	–	–	0.01%	308
2021 Q4	$20K	Buy	+119	New	+$19.4K	0.01%	323
2020 Q2	–	Sell	-113	Closed	-$9K	–	338
2020 Q1	$9K	Hold	113	–	–	﹤0.01%	312
2019 Q4	$11K	Sell	113 -115	-50%	-$10.5K	﹤0.01%	302
2019 Q3	$20K	Hold	228	–	–	0.01%	262
2019 Q2	$20K	Buy	+228	New	+$19K	0.01%	260

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

Clean Yield Group's AJG Position: Q1 2026 in Review

Clean Yield Group held its Arthur J. Gallagher & Co (AJG) position steady in Q1 2026 at 451 shares worth $97.7K. The position accounts for 0.03% of the portfolio, ranked #182.

Clean Yield Group first reported a position in AJG in Q2 2019 and has held it in 22 quarters since. The position peaked at $157K in Q1 2025. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Clean Yield Group held 451 shares of Arthur J. Gallagher & Co worth $97.7K as of Q1 2026.
Clean Yield Group left its Arthur J. Gallagher & Co share count unchanged in Q1 2026.
Arthur J. Gallagher & Co made up 0.03% of Clean Yield Group's portfolio in Q1 2026, its #182 holding.
Clean Yield Group first reported a position in Arthur J. Gallagher & Co in Q2 2019 and has held it in 22 quarters since.
Clean Yield Group's Arthur J. Gallagher & Co position peaked at $157K in Q1 2025.
1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.