Essex Investment Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Essex Investment 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	$811K	Hold	3,746	–	–	0.13%	147
2025 Q4	$969K	Sell	3,746 -141	-4%	-$37.3K	0.15%	142
2025 Q3	$1.2M	Hold	3,887	–	–	0.18%	137
2025 Q2	$1.24M	Hold	3,887	–	–	0.23%	135
2025 Q1	$1.34M	Buy	3,887 +7	+0.2%	+$2.21K	0.28%	136
2024 Q4	$1.1M	Hold	3,880	–	–	0.2%	143
2024 Q3	$1.09M	Sell	3,880 -106	-3%	-$29.9K	0.19%	143
2024 Q2	$1.03M	Sell	3,986 -916	-19%	-$227K	0.19%	152
2024 Q1	$1.23M	Hold	4,902	–	–	0.24%	138
2023 Q4	$1.1M	Sell	4,902 -178	-4%	-$42.2K	0.22%	151
2023 Q3	$1.16M	Hold	5,080	–	–	0.19%	172
2023 Q2	$1.12M	Sell	5,080 -792	-13%	-$165K	0.16%	195
2023 Q1	$1.12M	Sell	5,872 -28	-0.5%	-$5.31K	0.16%	182
2022 Q4	$1.11M	Hold	5,900	–	–	0.17%	184
2022 Q3	$1.01M	Sell	5,900 -28	-0.5%	-$4.97K	0.16%	186
2022 Q2	$967K	Sell	5,928 -802	-12%	-$133K	0.16%	197
2022 Q1	$1.18M	Sell	6,730 -150	-2%	-$23.9K	0.15%	208
2021 Q4	$1.17M	Hold	6,880	–	–	0.13%	217
2021 Q3	$1.02M	Hold	6,880	–	–	0.13%	220
2021 Q2	$964K	Hold	6,880	–	–	0.11%	233
2021 Q1	$858K	Sell	6,880 -377	-5%	-$45.5K	0.1%	245
2020 Q4	$898K	Sell	7,257 -33	-0.5%	-$3.76K	0.11%	240
2020 Q3	$770K	Hold	7,290	–	–	0.11%	253
2020 Q2	$711K	Sell	7,290 -24,304	-77%	-$2.15M	0.12%	223
2020 Q1	$2.58M	Hold	31,594	–	–	0.52%	48
2019 Q4	$3.01M	Hold	31,594	–	–	0.37%	76
2019 Q3	$2.83M	Sell	31,594 -127	-0.4%	-$11.4K	0.41%	65
2019 Q2	$2.78M	Sell	31,721 -1,224	-4%	-$102K	0.38%	74
2019 Q1	$2.57M	Hold	32,945	–	–	0.38%	73
2018 Q4	$2.43M	Sell	32,945 -813	-2%	-$60.7K	0.38%	72
2018 Q3	$2.51M	Hold	33,758	–	–	0.3%	92
2018 Q2	$2.2M	Hold	33,758	–	–	0.28%	108
2018 Q1	$2.32M	Hold	33,758	–	–	0.31%	100
2017 Q4	$2.14M	Hold	33,758	–	–	0.28%	110
2017 Q3	$2.08M	Sell	33,758 -1,314	-4%	-$77.3K	0.28%	113
2017 Q2	$2.01M	Sell	35,072 -1,204	-3%	-$68.1K	0.29%	116
2017 Q1	$2.05M	Sell	36,276 -1,500	-4%	-$82.7K	0.32%	86
2016 Q4	$1.96M	Sell	37,776 -1,905	-5%	-$95.8K	0.32%	84
2016 Q3	$2.02M	Hold	39,681	–	–	0.33%	81
2016 Q2	$1.89M	Sell	39,681 -53	-0.1%	-$2.46K	0.31%	85
2016 Q1	$1.77M	Hold	39,734	–	–	0.3%	78
2015 Q4	$1.63M	Hold	39,734	–	–	0.25%	93
2015 Q3	$1.64M	Hold	39,734	–	–	0.27%	83
2015 Q2	$1.88M	Hold	39,734	–	–	0.28%	90
2015 Q1	$1.86M	Hold	39,734	–	–	0.26%	95
2014 Q4	$1.87M	Hold	39,734	–	–	0.27%	95
2014 Q3	$1.8M	Sell	39,734 -6,617	-14%	-$304K	0.28%	100
2014 Q2	$2.16M	Sell	46,351 -71	-0.2%	-$3.24K	0.32%	97
2014 Q1	$2.21M	Sell	46,422 -2,418	-5%	-$113K	0.32%	102
2013 Q4	$2.29M	Sell	48,840 -660	-1%	-$30.7K	0.32%	90
2013 Q3	$2.16M	Buy	49,500 +281	+0.6%	+$12.3K	0.33%	87
2013 Q2	$2.15M	Buy	+49,219	New	+$2.13M	0.38%	85

Other funds holding AJG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Essex Investment Management's AJG Position: Q1 2026 in Review

Essex Investment Management held its Arthur J. Gallagher & Co (AJG) position steady in Q1 2026 at 3,746 shares worth $811K. The position accounts for 0.13% of the portfolio, ranked #147.

Essex Investment Management first reported a position in AJG in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.01M in Q4 2019. 1,244 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Essex Investment Management held 3,746 shares of Arthur J. Gallagher & Co worth $811K as of Q1 2026.
Essex Investment Management left its Arthur J. Gallagher & Co share count unchanged in Q1 2026.
Arthur J. Gallagher & Co made up 0.13% of Essex Investment Management's portfolio in Q1 2026, its #147 holding.
Essex Investment Management first reported a position in Arthur J. Gallagher & Co in Q2 2013 and has held it in 52 quarters since.
Essex Investment Management's Arthur J. Gallagher & Co position peaked at $3.01M in Q4 2019.
1,244 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.