Curi RMB Capital’s Arthur J. Gallagher & Co AJG Stock Holding History

Curi RMB Capital’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	-4,585	Closed	-$1.19M	–	870
2025 Q4	$1.19M	Sell	4,585 -328	-7%	-$86.8K	0.02%	432
2025 Q3	$1.52M	Buy	4,913 +167	+4%	+$50.3K	0.03%	366
2025 Q2	$1.52M	Buy	+4,746	New	+$1.56M	0.03%	362
2025 Q1	–	Sell	-3,923	Closed	-$1.11M	–	479
2024 Q4	$1.11M	Buy	3,923 +422	+12%	+$123K	0.03%	323
2024 Q3	$985K	Buy	3,501 +427	+14%	+$120K	0.02%	339
2024 Q2	$797K	Sell	3,074 -960	-24%	-$238K	0.02%	355
2024 Q1	$1.01M	Buy	4,034 +869	+27%	+$209K	0.02%	346
2023 Q4	$712K	Buy	3,165 +309	+11%	+$73.2K	0.02%	345
2023 Q3	$651K	Sell	2,856 -32	-1%	-$7.16K	0.02%	340
2023 Q2	$634K	Buy	2,888 +16	+0.6%	+$3.33K	0.02%	344
2023 Q1	$549K	Buy	+2,872	New	+$545K	0.02%	351
2022 Q2	–	Sell	-1,858	Closed	-$324K	–	467
2022 Q1	$324K	Buy	+1,858	New	+$296K	0.01%	378

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

Curi RMB Capital's AJG Position: Q1 2026 in Review

Curi RMB Capital sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 4,585 shares — an estimated $1.19M sold.

Curi RMB Capital first reported a position in AJG in Q1 2022 and held it in 12 quarters. The position peaked at $1.52M in Q3 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Curi RMB Capital reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
Curi RMB Capital sold 4,585 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $1.19M.
Curi RMB Capital first reported a position in Arthur J. Gallagher & Co in Q1 2022 and held it in 12 quarters.
Curi RMB Capital's Arthur J. Gallagher & Co position peaked at $1.52M in Q3 2025.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.