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

Clifford 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 		$433K Sell
1,999
-157
-7% -$36.3K 0.33% 47
2025
Q4 		$558K Sell
2,156
-15
-0.7% -$3.97K 0.43% 33
2025
Q3 		$672K Sell
2,171
-36
-2% -$10.9K 0.52% 26
2025
Q2 		$706K Buy
2,207
+10
+0.5% +$3.3K 0.58% 25
2025
Q1 		$758K Sell
2,197
-122
-5% -$38.5K 0.71% 21
2024
Q4 		$658K Buy
2,319
+17
+0.7% +$4.95K 0.5% 33
2024
Q3 		$648K Sell
2,302
-47
-2% -$13.3K 0.5% 33
2024
Q2 		$609K Sell
2,349
-49
-2% -$12.2K 0.49% 34
2024
Q1 		$599K Buy
2,398
+100
+4% +$24K 0.5% 42
2023
Q4 		$517K Sell
2,298
-2
-0.1% -$474 0.48% 47
2023
Q3 		$524K Sell
2,300
-556
-19% -$124K 0.57% 37
2023
Q2 		$627K Buy
2,856
+317
+12% +$66K 0.67% 33
2023
Q1 		$486K Buy
2,539
+88
+4% +$16.7K 0.59% 36
2022
Q4 		$462K Buy
+2,451
New +$458K 0.58% 45

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Clifford Group's AJG Position: Q1 2026 in Review

Clifford Group reduced its Arthur J. Gallagher & Co (AJG) stake by 7.3% in Q1 2026, selling an estimated $36.3K and leaving 1,999 shares worth $433K. The position accounts for 0.33% of the portfolio, ranked #47.

Clifford Group first reported a position in AJG in Q4 2022 and has held it in 14 quarters since. The position peaked at $758K in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Clifford Group held 1,999 shares of Arthur J. Gallagher & Co worth $433K as of Q1 2026.
  • Clifford Group sold 157 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $36.3K.
  • Arthur J. Gallagher & Co made up 0.33% of Clifford Group's portfolio in Q1 2026, its #47 holding.
  • Clifford Group first reported a position in Arthur J. Gallagher & Co in Q4 2022 and has held it in 14 quarters since.
  • Clifford Group's Arthur J. Gallagher & Co position peaked at $758K in Q1 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Clifford Group's 13F filing for Q1 2026, filed 15 May 2026.