EH
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Equitable Holdings’s Arthur J. Gallagher & Co AJG Stock Holding History

Equitable Holdings’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 		$1.98M Buy
8,675
+5,252
+153% +$1.21M 0.01% 719
2025
Q4 		$886K Sell
3,423
-336
-9% -$89K 0.01% 904
2025
Q3 		$1.16M Buy
3,759
+523
+16% +$158K 0.01% 792
2025
Q2 		$1.04M Buy
3,236
+913
+39% +$301K 0.01% 783
2025
Q1 		$802K Buy
2,323
+454
+24% +$143K 0.01% 778
2024
Q4 		$531K Buy
1,869
+116
+7% +$33.8K 0.01% 857
2024
Q3 		$493K Buy
1,753
+22
+1% +$6.2K ﹤0.01% 869
2024
Q2 		$449K Sell
1,731
-88
-5% -$21.8K ﹤0.01% 871
2024
Q1 		$455K Buy
1,819
+288
+19% +$69.2K 0.01% 831
2023
Q4 		$344K Buy
1,531
+54
+4% +$12.8K ﹤0.01% 893
2023
Q3 		$337K Buy
1,477
+18
+1% +$4.03K ﹤0.01% 839
2023
Q2 		$320K Sell
1,459
-16
-1% -$3.33K ﹤0.01% 825
2023
Q1 		$282K Buy
1,475
+108
+8% +$20.5K ﹤0.01% 819
2022
Q4 		$258K Buy
1,367
+6
+0.4% +$1.12K ﹤0.01% 778
2022
Q3 		$233K Buy
1,361
+14
+1% +$2.48K ﹤0.01% 756
2022
Q2 		$220K Sell
1,347
-210
-13% -$34.9K ﹤0.01% 792
2022
Q1 		$272K Sell
1,557
-71
-4% -$11.3K ﹤0.01% 742
2021
Q4 		$276K Buy
1,628
+2
+0.1% +$327 ﹤0.01% 734
2021
Q3 		$242K Buy
1,626
+51
+3% +$7.3K ﹤0.01% 740
2021
Q2 		$221K Buy
+1,575
New +$223K ﹤0.01% 760

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

Equitable Holdings's AJG Position: Q1 2026 in Review

Equitable Holdings increased its Arthur J. Gallagher & Co (AJG) stake by 153% in Q1 2026, buying an estimated $1.21M and bringing the position to 8,675 shares worth $1.98M. The position accounts for 0.01% of the portfolio, ranked #719.

Equitable Holdings first reported a position in AJG in Q2 2021 and has held it in 20 quarters since. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Equitable Holdings held 8,675 shares of Arthur J. Gallagher & Co worth $1.98M as of Q1 2026.
  • Equitable Holdings bought 5,252 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $1.21M.
  • Arthur J. Gallagher & Co made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #719 holding.
  • Equitable Holdings first reported a position in Arthur J. Gallagher & Co in Q2 2021 and has held it in 20 quarters since.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.