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EP Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

EP Wealth Advisors’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 		$574K Sell
2,652
-567
-18% -$131K ﹤0.01% 844
2025
Q4 		$833K Buy
+3,219
New +$852K ﹤0.01% 670
2025
Q2 		$2.04M Buy
6,369
+4,298
+208% +$1.42M 0.01% 410
2025
Q1 		$715K Buy
2,071
+114
+6% +$36K 0.01% 591
2024
Q4 		$555K Sell
1,957
-226
-10% -$65.8K ﹤0.01% 655
2024
Q3 		$614K Buy
2,183
+1,061
+95% +$299K 0.01% 631
2024
Q2 		$291K Buy
1,122
+197
+21% +$48.9K ﹤0.01% 663
2024
Q1 		$231K Buy
+925
New +$222K ﹤0.01% 702
2022
Q3 		– Sell
-1,864
Closed -$304K – 351
2022
Q2 		$304K Buy
1,864
+297
+19% +$49.3K 0.01% 478
2022
Q1 		$274K Buy
1,567
+120
+8% +$19.1K 0.01% 502
2021
Q4 		$246K Sell
1,447
-246
-15% -$40.2K 0.01% 491
2021
Q3 		$252K Buy
+1,693
New +$242K 0.01% 469
2018
Q1 		– Sell
-3,410
Closed -$216K – 202
2017
Q4 		$216K Buy
3,410
+39
+1% +$2.49K 0.02% 180
2017
Q3 		$207K Buy
+3,371
New +$198K 0.02% 167
2017
Q1 		– Sell
-11,236
Closed -$584K – 161
2016
Q4 		$584K Buy
11,236
+35
+0.3% +$1.76K 0.09% 78
2016
Q3 		$570K Buy
11,201
+120
+1% +$5.92K 0.09% 75
2016
Q2 		$527K Hold
11,081
– – 0.08% 78
2016
Q1 		$493K Buy
+11,081
New +$442K 0.08% 79

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

EP Wealth Advisors's AJG Position: Q1 2026 in Review

EP Wealth Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 18% in Q1 2026, selling an estimated $131K and leaving 2,652 shares worth $574K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

EP Wealth Advisors first reported a position in AJG in Q1 2016 and has held it in 18 quarters since. The position peaked at $2.04M in Q2 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • EP Wealth Advisors held 2,652 shares of Arthur J. Gallagher & Co worth $574K as of Q1 2026.
  • EP Wealth Advisors sold 567 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $131K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #844 holding.
  • EP Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2016 and has held it in 18 quarters since.
  • EP Wealth Advisors's Arthur J. Gallagher & Co position peaked at $2.04M in Q2 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

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