Compass Ion Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Compass Ion 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	$541K	Buy	2,497 +1,515	+154%	+$350K	0.05%	165
2025 Q4	$254K	Sell	982 -5	-0.5%	-$1.32K	0.02%	239
2025 Q3	$306K	Buy	987 +1	+0.1%	+$301	0.03%	224
2025 Q2	$316K	Sell	986 -221	-18%	-$72.8K	0.03%	205
2025 Q1	$417K	Sell	1,207 -6	-0.5%	-$1.9K	0.05%	181
2024 Q4	$344K	Sell	1,213 -2,095	-63%	-$610K	0.04%	199
2024 Q3	$931K	Buy	3,308 +315	+11%	+$88.8K	0.11%	106
2024 Q2	$748K	Hold	2,993	–	–	0.11%	105
2024 Q1	$748K	Sell	2,993 -3,498	-54%	-$841K	0.11%	106
2023 Q4	$1.46M	Sell	6,491 -17	-0.3%	-$4.03K	0.23%	67
2023 Q3	$1.48M	Buy	+6,508	New	+$1.46M	0.25%	60
2020 Q4	–	Sell	-2,190	Closed	-$231K	–	86
2020 Q3	$231K	Buy	+2,190	New	+$227K	0.15%	71

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

Compass Ion Advisors's AJG Position: Q1 2026 in Review

Compass Ion Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 154% in Q1 2026, buying an estimated $350K and bringing the position to 2,497 shares worth $541K. The position accounts for 0.05% of the portfolio, ranked #165.

Compass Ion Advisors first reported a position in AJG in Q3 2020 and has held it in 12 quarters since. The position peaked at $1.48M in Q3 2023. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Compass Ion Advisors held 2,497 shares of Arthur J. Gallagher & Co worth $541K as of Q1 2026.
Compass Ion Advisors bought 1,515 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $350K.
Arthur J. Gallagher & Co made up 0.05% of Compass Ion Advisors's portfolio in Q1 2026, its #165 holding.
Compass Ion Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2020 and has held it in 12 quarters since.
Compass Ion Advisors's Arthur J. Gallagher & Co position peaked at $1.48M in Q3 2023.
1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.