Disciplina Capital Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Disciplina Capital 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	$31.1K	Hold	143	–	–	﹤0.01%	59
2025 Q4	$37K	Sell	143 -12	-8%	-$3.18K	﹤0.01%	58
2025 Q3	$47.9K	Buy	155 +1	+0.6%	+$301	0.01%	50
2025 Q2	$49.4K	Hold	154	–	–	0.01%	49
2025 Q1	$53.2K	Buy	154 +53	+52%	+$16.7K	0.01%	43
2024 Q4	$28.7K	Hold	101	–	–	﹤0.01%	52
2024 Q3	$28.4K	Sell	101 -46	-31%	-$13K	﹤0.01%	49
2024 Q2	$38.1K	Hold	147	–	–	0.01%	51
2024 Q1	$36.8K	Hold	147	–	–	0.01%	51
2023 Q4	$33.1K	Hold	147	–	–	0.01%	53
2023 Q3	$33.5K	Hold	147	–	–	0.01%	53
2023 Q2	$32.3K	Buy	+147	New	+$30.6K	0.01%	54

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

Disciplina Capital Management's AJG Position: Q1 2026 in Review

Disciplina Capital Management held its Arthur J. Gallagher & Co (AJG) position steady in Q1 2026 at 143 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #59.

Disciplina Capital Management first reported a position in AJG in Q2 2023 and has held it in 12 quarters since. The position peaked at $53.2K in Q1 2025. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Disciplina Capital Management held 143 shares of Arthur J. Gallagher & Co worth $31.1K as of Q1 2026.
Disciplina Capital Management left its Arthur J. Gallagher & Co share count unchanged in Q1 2026.
Arthur J. Gallagher & Co made up ﹤0.01% of Disciplina Capital Management's portfolio in Q1 2026, its #59 holding.
Disciplina Capital Management first reported a position in Arthur J. Gallagher & Co in Q2 2023 and has held it in 12 quarters since.
Disciplina Capital Management's Arthur J. Gallagher & Co position peaked at $53.2K in Q1 2025.
1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Disciplina Capital Management's 13F filing for Q1 2026, filed 7 May 2026.