CBA
AJG icon

Coastal Bridge Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Coastal Bridge Advisors’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 		$953K Sell
4,398
-1,120
-20% -$259K 0.07% 224
2025
Q4 		$1.43M Buy
5,518
+942
+21% +$249K 0.11% 184
2025
Q3 		$1.42M Sell
4,576
-26
-0.6% -$7.84K 0.11% 180
2025
Q2 		$1.47M Buy
4,602
+60
+1% +$19.8K 0.12% 171
2025
Q1 		$1.57M Buy
+4,542
New +$1.43M 0.39% 65

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

Coastal Bridge Advisors's AJG Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 20% in Q1 2026, selling an estimated $259K and leaving 4,398 shares worth $953K. The position accounts for 0.07% of the portfolio, ranked #224.

Coastal Bridge Advisors first reported a position in AJG in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.57M in Q1 2025. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Coastal Bridge Advisors held 4,398 shares of Arthur J. Gallagher & Co worth $953K as of Q1 2026.
  • Coastal Bridge Advisors sold 1,120 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $259K.
  • Arthur J. Gallagher & Co made up 0.07% of Coastal Bridge Advisors's portfolio in Q1 2026, its #224 holding.
  • Coastal Bridge Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2025 and has held it in 5 quarters since.
  • Coastal Bridge Advisors's Arthur J. Gallagher & Co position peaked at $1.57M in Q1 2025.
  • 1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.