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Coppell Advisory Solutions’s Arthur J. Gallagher & Co AJG Stock Holding History

Coppell Advisory Solutions’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
-7,331
Closed -$1.92M – 44
2025
Q4 		$1.92M Buy
7,331
+1,283
+21% +$340K 0.19% 110
2025
Q3 		$1.85M Buy
6,048
+687
+13% +$207K 0.2% 111
2025
Q2 		$1.7M Sell
5,361
-304
-5% -$100K 0.2% 111
2025
Q1 		$1.8M Sell
5,665
-3,501
-38% -$1.11M 0.25% 92
2024
Q4 		$2.61M Buy
9,166
+3,283
+56% +$955K 0.36% 55
2024
Q3 		$1.64M Buy
5,883
+14
+0.2% +$3.95K 0.24% 89
2024
Q2 		$1.52M Buy
+5,869
New +$1.46M 0.25% 86
2023
Q4 		$1.15M Buy
5,097
+1,268
+33% +$300K 0.23% 100
2023
Q3 		$722K Sell
3,829
-773
-17% -$173K 0.25% 94
2023
Q2 		$988K Buy
4,602
+431
+10% +$89.7K 0.28% 82
2023
Q1 		$791K Buy
4,171
+342
+9% +$64.9K 0.26% 97
2022
Q4 		$722K Buy
+3,829
New +$716K 0.24% 98
2020
Q4 		$395K Buy
+3,191
New +$363K 0.2% 116

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

Coppell Advisory Solutions's AJG Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 7,331 shares — an estimated $1.92M sold.

Coppell Advisory Solutions first reported a position in AJG in Q4 2020 and held it in 13 quarters. The position peaked at $2.61M in Q4 2024. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 7,331 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $1.92M.
  • Coppell Advisory Solutions first reported a position in Arthur J. Gallagher & Co in Q4 2020 and held it in 13 quarters.
  • Coppell Advisory Solutions's Arthur J. Gallagher & Co position peaked at $2.61M in Q4 2024.
  • 1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.