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

Excalibur 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	$240K	Hold	1,109	–	–	0.09%	150
2025 Q4	$287K	Hold	1,109	–	–	0.1%	136
2025 Q3	$344K	Hold	1,109	–	–	0.12%	127
2025 Q2	$355K	Hold	1,109	–	–	0.13%	124
2025 Q1	$383K	Hold	1,109	–	–	0.15%	119
2024 Q4	$315K	Hold	1,109	–	–	0.13%	131
2024 Q3	$312K	Hold	1,109	–	–	0.12%	137
2024 Q2	$288K	Hold	1,109	–	–	0.12%	136
2024 Q1	$277K	Hold	1,109	–	–	0.12%	132
2023 Q4	$249K	Hold	1,109	–	–	0.12%	138
2023 Q3	$253K	Hold	1,109	–	–	0.13%	127
2023 Q2	$244K	Hold	1,109	–	–	0.12%	134
2023 Q1	$212K	Buy	+1,109	New	+$210K	0.11%	144

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

Excalibur Management's AJG Position: Q1 2026 in Review

Excalibur Management held its Arthur J. Gallagher & Co (AJG) position steady in Q1 2026 at 1,109 shares worth $240K. The position accounts for 0.09% of the portfolio, ranked #150.

Excalibur Management first reported a position in AJG in Q1 2023 and has held it in 13 quarters since. The position peaked at $383K in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Excalibur Management held 1,109 shares of Arthur J. Gallagher & Co worth $240K as of Q1 2026.
Excalibur Management left its Arthur J. Gallagher & Co share count unchanged in Q1 2026.
Arthur J. Gallagher & Co made up 0.09% of Excalibur Management's portfolio in Q1 2026, its #150 holding.
Excalibur Management first reported a position in Arthur J. Gallagher & Co in Q1 2023 and has held it in 13 quarters since.
Excalibur Management's Arthur J. Gallagher & Co position peaked at $383K in Q1 2025.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Excalibur Management's 13F filing for Q1 2026, filed 5 May 2026.