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Dynasty Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Dynasty Wealth 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 		$597K Buy
2,758
+358
+15% +$82.7K 0.01% 224
2025
Q4 		$621K Sell
2,400
-228
-9% -$60.4K 0.01% 224
2025
Q3 		$814K Buy
2,628
+63
+2% +$19K 0.01% 180
2025
Q2 		$821K Buy
2,565
+142
+6% +$46.8K 0.01% 145
2025
Q1 		$837K Buy
2,423
+28
+1% +$8.84K 0.01% 159
2024
Q4 		$680K Sell
2,395
-140
-6% -$40.7K 0.01% 179
2024
Q3 		$713K Buy
2,535
+133
+6% +$37.5K 0.02% 159
2024
Q2 		$623K Buy
2,402
+51
+2% +$12.7K 0.02% 169
2024
Q1 		$588K Buy
+2,351
New +$565K 0.02% 174

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

Dynasty Wealth Management's AJG Position: Q1 2026 in Review

Dynasty Wealth Management increased its Arthur J. Gallagher & Co (AJG) stake by 15% in Q1 2026, buying an estimated $82.7K and bringing the position to 2,758 shares worth $597K. The position accounts for 0.01% of the portfolio, ranked #224.

Dynasty Wealth Management first reported a position in AJG in Q1 2024 and has held it in 9 quarters since. The position peaked at $837K in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Dynasty Wealth Management held 2,758 shares of Arthur J. Gallagher & Co worth $597K as of Q1 2026.
  • Dynasty Wealth Management bought 358 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $82.7K.
  • Arthur J. Gallagher & Co made up 0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #224 holding.
  • Dynasty Wealth Management first reported a position in Arthur J. Gallagher & Co in Q1 2024 and has held it in 9 quarters since.
  • Dynasty Wealth Management's Arthur J. Gallagher & Co position peaked at $837K in Q1 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

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