Empower Advisory Group
AJG icon

Empower Advisory Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Empower Advisory Group’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 		$623K Sell
2,878
-3
-0.1% -$693 ﹤0.01% 294
2025
Q4 		$746K Sell
2,881
-2,815
-49% -$745K ﹤0.01% 285
2025
Q3 		$1.76M Buy
5,696
+305
+6% +$91.9K ﹤0.01% 212
2025
Q2 		$1.73M Buy
5,391
+2,573
+91% +$848K 0.01% 213
2025
Q1 		$973K Sell
2,818
-63
-2% -$19.9K ﹤0.01% 238
2024
Q4 		$818K Sell
2,881
-93
-3% -$27.1K ﹤0.01% 264
2024
Q3 		$837K Sell
2,974
-174
-6% -$49.1K ﹤0.01% 249
2024
Q2 		$816K Buy
+3,148
New +$781K ﹤0.01% 244

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

Empower Advisory Group's AJG Position: Q1 2026 in Review

Empower Advisory Group reduced its Arthur J. Gallagher & Co (AJG) stake by 0.1% in Q1 2026, selling an estimated $693 and leaving 2,878 shares worth $623K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Empower Advisory Group first reported a position in AJG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.76M in Q3 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Empower Advisory Group held 2,878 shares of Arthur J. Gallagher & Co worth $623K as of Q1 2026.
  • Empower Advisory Group sold 3 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $693.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #294 holding.
  • Empower Advisory Group first reported a position in Arthur J. Gallagher & Co in Q2 2024 and has held it in 8 quarters since.
  • Empower Advisory Group's Arthur J. Gallagher & Co position peaked at $1.76M in Q3 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.