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Disciplined Investments’s Arthur J. Gallagher & Co AJG Stock Holding History

Disciplined Investments’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 		$1.14M Hold
5,266
– – 0.41% 52
2025
Q4 		$1.36M Sell
5,266
-811
-13% -$215K 0.52% 48
2025
Q3 		$1.88M Buy
6,077
+180
+3% +$54.3K 0.75% 40
2025
Q2 		$1.87M Sell
5,897
-1
-0% -$330 0.79% 38
2025
Q1 		$2.01M Buy
5,898
+46
+0.8% +$14.5K 0.92% 36
2024
Q4 		$1.66M Buy
5,852
+3
+0.1% +$873 0.82% 41
2024
Q3 		$1.64M Buy
5,849
+38
+0.7% +$10.7K 0.81% 40
2024
Q2 		$1.51M Buy
+5,811
New +$1.44M 0.8% 39
2024
Q1 		– Sell
-5,471
Closed -$1.23M – 118
2023
Q4 		$1.23M Sell
5,471
-1
-0% -$237 0.72% 42
2023
Q3 		$1.25M Sell
5,472
-32
-0.6% -$7.16K 0.76% 45
2023
Q2 		$1.21M Buy
5,504
+87
+2% +$18.1K 0.65% 45
2023
Q1 		$1.04M Buy
5,417
+5,399
+29,994% +$1.02M 0.44% 64
2022
Q4 		$3.39K Sell
18
-5,324
-100% -$996K ﹤0.01% 464
2022
Q3 		$915K Sell
5,342
-287
-5% -$50.9K 0.42% 62
2022
Q2 		$918K Buy
5,629
+94
+2% +$15.6K 0.41% 61
2022
Q1 		$966K Buy
5,535
+83
+2% +$13.2K 0.4% 63
2021
Q4 		$925K Sell
5,452
-1,000
-15% -$163K 0.41% 57
2021
Q3 		$959K Buy
6,452
+82
+1% +$11.7K 0.47% 53
2021
Q2 		$892K Sell
6,370
-718
-10% -$101K 0.46% 55
2021
Q1 		$884K Buy
+7,088
New +$855K 0.52% 51

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

Disciplined Investments's AJG Position: Q1 2026 in Review

Disciplined Investments held its Arthur J. Gallagher & Co (AJG) position steady in Q1 2026 at 5,266 shares worth $1.14M. The position accounts for 0.41% of the portfolio, ranked #52.

Disciplined Investments first reported a position in AJG in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.01M in Q1 2025. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Disciplined Investments held 5,266 shares of Arthur J. Gallagher & Co worth $1.14M as of Q1 2026.
  • Disciplined Investments left its Arthur J. Gallagher & Co share count unchanged in Q1 2026.
  • Arthur J. Gallagher & Co made up 0.41% of Disciplined Investments's portfolio in Q1 2026, its #52 holding.
  • Disciplined Investments first reported a position in Arthur J. Gallagher & Co in Q1 2021 and has held it in 20 quarters since.
  • Disciplined Investments's Arthur J. Gallagher & Co position peaked at $2.01M in Q1 2025.
  • 1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Disciplined Investments's 13F filing for Q1 2026, filed 12 May 2026.