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D.A. Davidson & Co’s Arthur J. Gallagher & Co AJG Stock Holding History

D.A. Davidson & Co’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 		$707K Sell
3,266
-164
-5% -$37.9K ﹤0.01% 1046
2025
Q4 		$888K Buy
3,430
+500
+17% +$132K 0.01% 932
2025
Q3 		$908K Buy
2,930
+38
+1% +$11.5K 0.01% 911
2025
Q2 		$926K Buy
2,892
+35
+1% +$11.5K 0.01% 840
2025
Q1 		$986K Sell
2,857
-83
-3% -$26.2K 0.01% 770
2024
Q4 		$835K Buy
2,940
+95
+3% +$27.6K 0.01% 833
2024
Q3 		$801K Buy
2,845
+30
+1% +$8.46K 0.01% 853
2024
Q2 		$730K Sell
2,815
-119
-4% -$29.5K 0.01% 843
2024
Q1 		$734K Buy
2,934
+35
+1% +$8.41K 0.01% 841
2023
Q4 		$652K Buy
2,899
+645
+29% +$153K 0.01% 850
2023
Q3 		$514K Sell
2,254
-1
-0% -$224 0.01% 899
2023
Q2 		$495K Buy
2,255
+25
+1% +$5.2K 0.01% 930
2023
Q1 		$427K Buy
2,230
+105
+5% +$19.9K ﹤0.01% 938
2022
Q4 		$401K Sell
2,125
-22
-1% -$4.12K ﹤0.01% 934
2022
Q3 		$368K Buy
2,147
+12
+0.6% +$2.13K ﹤0.01% 930
2022
Q2 		$348K Buy
2,135
+9
+0.4% +$1.49K ﹤0.01% 951
2022
Q1 		$371K Sell
2,126
-246
-10% -$39.2K ﹤0.01% 996
2021
Q4 		$402K Buy
2,372
+79
+3% +$12.9K ﹤0.01% 952
2021
Q3 		$341K Buy
2,293
+43
+2% +$6.15K ﹤0.01% 963
2021
Q2 		$315K Hold
2,250
– – ﹤0.01% 977
2021
Q1 		$281K Hold
2,250
– – ﹤0.01% 974
2020
Q4 		$278K Hold
2,250
– – ﹤0.01% 873
2020
Q3 		$238K Sell
2,250
-900
-29% -$93.4K ﹤0.01% 820
2020
Q2 		$307K Hold
3,150
– – 0.01% 741
2020
Q1 		$258K Hold
3,150
– – 0.01% 796
2019
Q4 		$300K Buy
3,150
+445
+16% +$40.8K ﹤0.01% 820
2019
Q3 		$242K Sell
2,705
-250
-8% -$22.5K ﹤0.01% 855
2019
Q2 		$259K Sell
2,955
-50
-2% -$4.17K ﹤0.01% 825
2019
Q1 		$224K Sell
3,005
-305
-9% -$23.5K ﹤0.01% 999
2018
Q4 		$244K Hold
3,310
– – ﹤0.01% 896
2018
Q3 		$246K Hold
3,310
– – ﹤0.01% 996
2018
Q2 		$216K Buy
+3,310
New +$224K ﹤0.01% 1010
2017
Q3 		– Sell
-11,941
Closed -$683K – 1097
2017
Q2 		$683K Sell
11,941
-319
-3% -$18K 0.02% 537
2017
Q1 		$693K Sell
12,260
-4,598
-27% -$253K 0.02% 522
2016
Q4 		$874K Sell
16,858
-14,526
-46% -$731K 0.02% 501
2016
Q3 		$1.6M Buy
31,384
+28,977
+1,204% +$1.43M 0.04% 368
2016
Q2 		$114K Buy
2,407
+214
+10% +$9.93K ﹤0.01% 1065
2016
Q1 		$97K Buy
2,193
+605
+38% +$24.1K ﹤0.01% 1139
2015
Q4 		$65K Buy
1,588
+283
+22% +$12.2K ﹤0.01% 1295
2015
Q3 		$53K Buy
1,305
+1,135
+668% +$51.5K ﹤0.01% 1342
2015
Q2 		$8K Buy
+170
New +$8.19K ﹤0.01% 1916
2014
Q1 		– Sell
-5
Closed – – 2092
2013
Q4 		$0 Buy
+5
New +$232 ﹤0.01% 2037

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

D.A. Davidson & Co's AJG Position: Q1 2026 in Review

D.A. Davidson & Co reduced its Arthur J. Gallagher & Co (AJG) stake by 4.8% in Q1 2026, selling an estimated $37.9K and leaving 3,266 shares worth $707K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

D.A. Davidson & Co first reported a position in AJG in Q4 2013 and has held it in 42 quarters since. The position peaked at $1.6M in Q3 2016. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • D.A. Davidson & Co held 3,266 shares of Arthur J. Gallagher & Co worth $707K as of Q1 2026.
  • D.A. Davidson & Co sold 164 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $37.9K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #1046 holding.
  • D.A. Davidson & Co first reported a position in Arthur J. Gallagher & Co in Q4 2013 and has held it in 42 quarters since.
  • D.A. Davidson & Co's Arthur J. Gallagher & Co position peaked at $1.6M in Q3 2016.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.