Delos Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Delos Wealth Advisors’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	Closed	-$1.04K	–	259
2025 Q4	$1.04K	Hold	4	–	–	﹤0.01%	244
2025 Q3	$1.24K	Hold	4	–	–	﹤0.01%	252
2025 Q2	$1.28K	Buy	+4	New	+$1.32K	﹤0.01%	238
2024 Q1	–	Sell	-3	Closed	-$675	–	350
2023 Q4	$675	Hold	3	–	–	﹤0.01%	228
2023 Q3	$692	Hold	3	–	–	﹤0.01%	254
2023 Q2	$659	Hold	3	–	–	﹤0.01%	257
2023 Q1	$574	Hold	3	–	–	﹤0.01%	286
2022 Q4	$566	Hold	3	–	–	﹤0.01%	285
2022 Q3	$1K	Buy	+3	New	+$533	﹤0.01%	206

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

Delos Wealth Advisors's AJG Position: Q1 2026 in Review

Delos Wealth Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 4 shares — an estimated $1.04K sold.

Delos Wealth Advisors first reported a position in AJG in Q3 2022 and held it in 9 quarters. The position peaked at $1.28K in Q2 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Delos Wealth Advisors reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
Delos Wealth Advisors sold 4 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $1.04K.
Delos Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2022 and held it in 9 quarters.
Delos Wealth Advisors's Arthur J. Gallagher & Co position peaked at $1.28K in Q2 2025.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.