Creative Financial Designs’s Arthur J. Gallagher & Co AJG Stock Holding History

Creative Financial Designs’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	$7.58K	Buy	35 +1	+3%	+$231	﹤0.01%	1482
2025 Q4	$8.8K	Sell	34 -1	-3%	-$265	﹤0.01%	1386
2025 Q3	$10.8K	Buy	35 +33	+1,650%	+$9.95K	﹤0.01%	1346
2025 Q2	$640	Hold	2	–	–	﹤0.01%	1866
2025 Q1	$690	Buy	+2	New	+$632	﹤0.01%	1860
2022 Q1	–	Sell	-11	Closed	-$2K	–	1248
2021 Q4	$2K	Sell	11 -12	-52%	-$1.96K	﹤0.01%	1111
2021 Q3	$3K	Hold	23	–	–	﹤0.01%	1230
2021 Q2	$3K	Hold	23	–	–	﹤0.01%	1252
2021 Q1	$3K	Hold	23	–	–	﹤0.01%	1135
2020 Q4	$3K	Hold	23	–	–	﹤0.01%	1058
2020 Q3	$2K	Hold	23	–	–	﹤0.01%	1071
2020 Q2	$2K	Buy	+23	New	+$2.04K	﹤0.01%	1001

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

Creative Financial Designs's AJG Position: Q1 2026 in Review

Creative Financial Designs increased its Arthur J. Gallagher & Co (AJG) stake by 2.9% in Q1 2026, buying an estimated $231 and bringing the position to 35 shares worth $7.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

Creative Financial Designs first reported a position in AJG in Q2 2020 and has held it in 12 quarters since. The position peaked at $10.8K in Q3 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Creative Financial Designs held 35 shares of Arthur J. Gallagher & Co worth $7.58K as of Q1 2026.
Creative Financial Designs bought 1 Arthur J. Gallagher & Co share in Q1 2026, an estimated $231.
Arthur J. Gallagher & Co made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1482 holding.
Creative Financial Designs first reported a position in Arthur J. Gallagher & Co in Q2 2020 and has held it in 12 quarters since.
Creative Financial Designs's Arthur J. Gallagher & Co position peaked at $10.8K in Q3 2025.
1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.