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

Evelyn Partners 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 		$2.17K Hold
10
– – ﹤0.01% 385
2025
Q4 		$2.59K Hold
10
– – ﹤0.01% 386
2025
Q3 		$3.1K Hold
10
– – ﹤0.01% 381
2025
Q2 		$3.2K Buy
+10
New +$3.3K ﹤0.01% 382

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

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

Evelyn Partners Investment Management held its Arthur J. Gallagher & Co (AJG) position steady in Q1 2026 at 10 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Evelyn Partners Investment Management first reported a position in AJG in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.2K in Q2 2025. 1,243 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Evelyn Partners Investment Management held 10 shares of Arthur J. Gallagher & Co worth $2.17K as of Q1 2026.
  • Evelyn Partners Investment Management left its Arthur J. Gallagher & Co share count unchanged in Q1 2026.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #385 holding.
  • Evelyn Partners Investment Management first reported a position in Arthur J. Gallagher & Co in Q2 2025 and has held it in 4 quarters since.
  • Evelyn Partners Investment Management's Arthur J. Gallagher & Co position peaked at $3.2K in Q2 2025.
  • 1,243 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

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