EWM
AJG icon

Evolution Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Evolution Wealth 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 		$9.31K Buy
43
+20
+87% +$4.62K 0.01% 523
2025
Q4 		$5.95K Sell
23
-25
-52% -$6.62K ﹤0.01% 519
2025
Q3 		$14.9K Hold
48
– – 0.02% 328
2025
Q2 		$15.4K Buy
+48
New +$15.8K 0.02% 318

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

Evolution Wealth Management's AJG Position: Q1 2026 in Review

Evolution Wealth Management increased its Arthur J. Gallagher & Co (AJG) stake by 87% in Q1 2026, buying an estimated $4.62K and bringing the position to 43 shares worth $9.31K. The position accounts for 0.01% of the portfolio, ranked #523.

Evolution Wealth Management first reported a position in AJG in Q2 2025 and has held it in 4 quarters since. The position peaked at $15.4K in Q2 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Evolution Wealth Management held 43 shares of Arthur J. Gallagher & Co worth $9.31K as of Q1 2026.
  • Evolution Wealth Management bought 20 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $4.62K.
  • Arthur J. Gallagher & Co made up 0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #523 holding.
  • Evolution Wealth Management first reported a position in Arthur J. Gallagher & Co in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Arthur J. Gallagher & Co position peaked at $15.4K in Q2 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.