CWP
AJG icon

Curated Wealth Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Curated Wealth Partners’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
-867
Closed -$224K – 231
2025
Q4 		$224K Buy
+867
New +$230K 0.02% 183
2025
Q2 		– Sell
-1,370
Closed -$473K – 160
2025
Q1 		$473K Buy
+1,370
New +$433K 0.06% 92

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Curated Wealth Partners's AJG Position: Q1 2026 in Review

Curated Wealth Partners sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 867 shares — an estimated $224K sold.

Curated Wealth Partners first reported a position in AJG in Q1 2025 and held it in 2 quarters. The position peaked at $473K in Q1 2025. 1,248 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Curated Wealth Partners reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 867 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $224K.
  • Curated Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q1 2025 and held it in 2 quarters.
  • Curated Wealth Partners's Arthur J. Gallagher & Co position peaked at $473K in Q1 2025.
  • 1,248 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Curated Wealth Partners's 13F filing for Q1 2026, filed 9 Apr 2026.