Evelyn Partners Investment Management Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Evelyn Partners Investment Management Services’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	$5.85M	Buy	+27,000	New	+$6.24M	0.69%	36

Other funds holding AJG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evelyn Partners Investment Management Services's AJG Position: Q1 2026 in Review

Evelyn Partners Investment Management Services opened a new position in Arthur J. Gallagher & Co (AJG) in Q1 2026: 27,000 shares worth $5.85M. The stake represents 0.69% of the portfolio and ranks #36 among its holdings.

1,246 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Evelyn Partners Investment Management Services held 27,000 shares of Arthur J. Gallagher & Co worth $5.85M as of Q1 2026.
Arthur J. Gallagher & Co was a new Evelyn Partners Investment Management Services position in Q1 2026.
Arthur J. Gallagher & Co made up 0.69% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #36 holding.
1,246 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.