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Delta Global Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Delta Global Management’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 		$364K Sell
1,680
-4,940
-75% -$1.14M 0.03% 152
2025
Q4 		$1.71M Sell
6,620
-1,708
-21% -$452K 0.12% 125
2025
Q3 		$2.58M Buy
+8,328
New +$2.51M 0.19% 69
2025
Q2 		– Sell
-7,718
Closed -$2.66M – 176
2025
Q1 		$2.66M Buy
+7,718
New +$2.44M 0.19% 42

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

Delta Global Management's AJG Position: Q1 2026 in Review

Delta Global Management reduced its Arthur J. Gallagher & Co (AJG) stake by 75% in Q1 2026, selling an estimated $1.14M and leaving 1,680 shares worth $364K. The position accounts for 0.03% of the portfolio, ranked #152.

Delta Global Management first reported a position in AJG in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.66M in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Delta Global Management held 1,680 shares of Arthur J. Gallagher & Co worth $364K as of Q1 2026.
  • Delta Global Management sold 4,940 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $1.14M.
  • Arthur J. Gallagher & Co made up 0.03% of Delta Global Management's portfolio in Q1 2026, its #152 holding.
  • Delta Global Management first reported a position in Arthur J. Gallagher & Co in Q1 2025 and has held it in 4 quarters since.
  • Delta Global Management's Arthur J. Gallagher & Co position peaked at $2.66M in Q1 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Delta Global Management's 13F filing for Q1 2026, filed 15 May 2026.