Everence Capital Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Everence Capital 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	$1.22M	Hold	5,628	–	–	0.07%	211
2025 Q4	$1.46M	Sell	5,628 -1,632	-22%	-$432K	0.09%	187
2025 Q3	$2.25M	Hold	7,260	–	–	0.13%	125
2025 Q2	$2.32M	Sell	7,260 -390	-5%	-$129K	0.15%	124
2025 Q1	$2.64M	Buy	7,650 +10	+0.1%	+$3.16K	0.18%	104
2024 Q4	$2.17M	Buy	7,640 +3,120	+69%	+$908K	0.14%	119
2024 Q3	$1.27M	Hold	4,520	–	–	0.08%	189
2024 Q2	$1.06K	Hold	4,520	–	–	0.07%	215
2024 Q1	$1.13K	Hold	4,520	–	–	0.07%	214
2023 Q4	$1.02M	Hold	4,520	–	–	0.07%	228
2023 Q3	$1.03K	Hold	4,520	–	–	0.08%	207
2023 Q2	$905K	Hold	4,520	–	–	0.07%	225
2023 Q1	$865	Buy	4,520 +1,590	+54%	+$302K	0.07%	245
2022 Q4	$552	Hold	2,930	–	–	0.05%	341
2022 Q3	$502K	Hold	2,930	–	–	0.05%	346
2022 Q2	$478K	Hold	2,930	–	–	0.04%	355
2022 Q1	$512K	Hold	2,930	–	–	0.04%	384
2021 Q4	$497K	Hold	2,930	–	–	0.04%	420
2021 Q3	$436K	Hold	2,930	–	–	0.04%	439
2021 Q2	$410K	Hold	2,930	–	–	0.03%	458
2021 Q1	$366K	Hold	2,930	–	–	0.03%	473
2020 Q4	$362K	Hold	2,930	–	–	0.04%	441
2020 Q3	$309K	Sell	2,930 -4,367	-60%	-$453K	0.03%	452
2020 Q2	$688K	Hold	7,297	–	–	0.08%	198
2020 Q1	$595K	Hold	7,297	–	–	0.08%	198
2019 Q4	$695K	Buy	7,297 +2,930	+67%	+$268K	0.1%	208
2019 Q3	$391K	Hold	4,367	–	–	0.06%	335
2019 Q2	$383K	Hold	4,367	–	–	0.06%	344
2019 Q1	$341K	Hold	4,367	–	–	0.06%	363
2018 Q4	$322K	Hold	4,367	–	–	0.07%	278
2018 Q3	$325K	Hold	4,367	–	–	0.06%	306
2018 Q2	$285K	Hold	4,367	–	–	0.06%	315
2018 Q1	$300K	Hold	4,367	–	–	0.07%	300
2017 Q4	$276K	Buy	+4,367	New	+$279K	0.06%	322

Other funds holding AJG

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

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Everence Capital Management's AJG Position: Q1 2026 in Review

Everence Capital Management held its Arthur J. Gallagher & Co (AJG) position steady in Q1 2026 at 5,628 shares worth $1.22M. The position accounts for 0.07% of the portfolio, ranked #211.

Everence Capital Management first reported a position in AJG in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.64M in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Everence Capital Management held 5,628 shares of Arthur J. Gallagher & Co worth $1.22M as of Q1 2026.
Everence Capital Management left its Arthur J. Gallagher & Co share count unchanged in Q1 2026.
Arthur J. Gallagher & Co made up 0.07% of Everence Capital Management's portfolio in Q1 2026, its #211 holding.
Everence Capital Management first reported a position in Arthur J. Gallagher & Co in Q4 2017 and has held it in 34 quarters since.
Everence Capital Management's Arthur J. Gallagher & Co position peaked at $2.64M in Q1 2025.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.