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Dorsey & Whitney Trust’s Arthur J. Gallagher & Co AJG Stock Holding History

Dorsey & Whitney Trust’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 		$501K Sell
2,315
-208
-8% -$48K 0.03% 437
2025
Q4 		$653K Sell
2,523
-86
-3% -$22.8K 0.03% 371
2025
Q3 		$808K Sell
2,609
-14
-0.5% -$4.22K 0.04% 320
2025
Q2 		$840K Buy
2,623
+35
+1% +$11.5K 0.04% 308
2025
Q1 		$893K Sell
2,588
-1,082
-29% -$342K 0.05% 285
2024
Q4 		$1.04M Sell
3,670
-352
-9% -$102K 0.06% 256
2024
Q3 		$1.13M Buy
4,022
+1,723
+75% +$486K 0.06% 238
2024
Q2 		$596K Buy
2,299
+184
+9% +$45.6K 0.04% 316
2024
Q1 		$529K Buy
2,115
+22
+1% +$5.29K 0.04% 351
2023
Q4 		$471K Buy
2,093
+7
+0.3% +$1.66K 0.04% 357
2023
Q3 		$475K Buy
2,086
+65
+3% +$14.5K 0.04% 322
2023
Q2 		$444K Buy
2,021
+30
+2% +$6.24K 0.04% 349
2023
Q1 		$381K Buy
1,991
+215
+12% +$40.8K 0.03% 364
2022
Q4 		$335K Buy
1,776
+17
+1% +$3.18K 0.03% 383
2022
Q3 		$301K Buy
1,759
+92
+6% +$16.3K 0.03% 400
2022
Q2 		$272K Buy
1,667
+5
+0.3% +$830 0.03% 426
2022
Q1 		$291K Sell
1,662
-11
-0.7% -$1.75K 0.03% 430
2021
Q4 		$284K Buy
1,673
+96
+6% +$15.7K 0.02% 420
2021
Q3 		$234K Hold
1,577
– – 0.02% 467
2021
Q2 		$221K Buy
+1,577
New +$223K 0.02% 483

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

Dorsey & Whitney Trust's AJG Position: Q1 2026 in Review

Dorsey & Whitney Trust reduced its Arthur J. Gallagher & Co (AJG) stake by 8.2% in Q1 2026, selling an estimated $48K and leaving 2,315 shares worth $501K. The position accounts for 0.03% of the portfolio, ranked #437.

Dorsey & Whitney Trust first reported a position in AJG in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.13M in Q3 2024. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Dorsey & Whitney Trust held 2,315 shares of Arthur J. Gallagher & Co worth $501K as of Q1 2026.
  • Dorsey & Whitney Trust sold 208 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $48K.
  • Arthur J. Gallagher & Co made up 0.03% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #437 holding.
  • Dorsey & Whitney Trust first reported a position in Arthur J. Gallagher & Co in Q2 2021 and has held it in 20 quarters since.
  • Dorsey & Whitney Trust's Arthur J. Gallagher & Co position peaked at $1.13M in Q3 2024.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.