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

Clearstead Trust’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 		– Sell
-245
Closed -$63.4K – 984
2025
Q4 		$63.4K Buy
245
+183
+295% +$48.4K 0.01% 300
2025
Q3 		$19.2K Hold
62
– – ﹤0.01% 441
2025
Q2 		$19.8K Buy
+62
New +$20.4K ﹤0.01% 431
2023
Q4 		– Sell
-59
Closed -$13.4K – 416
2023
Q3 		$13.4K Buy
+59
New +$13.2K ﹤0.01% 322

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clearstead Trust's AJG Position: Q1 2026 in Review

Clearstead Trust sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 245 shares — an estimated $63.4K sold.

Clearstead Trust first reported a position in AJG in Q3 2023 and held it in 4 quarters. The position peaked at $63.4K in Q4 2025. 1,246 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Clearstead Trust reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • Clearstead Trust sold 245 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $63.4K.
  • Clearstead Trust first reported a position in Arthur J. Gallagher & Co in Q3 2023 and held it in 4 quarters.
  • Clearstead Trust's Arthur J. Gallagher & Co position peaked at $63.4K in Q4 2025.
  • 1,246 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.