Fairfield Financial Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Fairfield Financial Advisors’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	$1.15M	Sell	5,305 -1,346	-20%	-$311K	0.4%	41
2025 Q4	$1.72M	Sell	6,651 -2,995	-31%	-$793K	0.56%	36
2025 Q3	$2.99M	Sell	9,646 -315	-3%	-$95K	1.01%	27
2025 Q2	$3.19M	Buy	9,961 +1,758	+21%	+$579K	1.12%	25
2025 Q1	$2.83M	Buy	8,203 +837	+11%	+$264K	1.07%	22
2024 Q4	$2.09M	Buy	7,366 +1,228	+20%	+$357K	0.74%	25
2024 Q3	$1.73M	Buy	6,138 +537	+10%	+$151K	0.59%	34
2024 Q2	$1.45M	Buy	+5,601	New	+$1.39M	0.43%	36
2023 Q4	$655K	Buy	2,915 +2,405	+472%	+$570K	0.25%	44
2023 Q3	$116K	Buy	510 +421	+473%	+$94.2K	0.05%	89
2023 Q2	$19.5K	Buy	89 +1	+1%	+$208	0.01%	190
2023 Q1	$16.8K	Hold	88	–	–	0.01%	201
2022 Q4	$16.6K	Hold	88	–	–	0.01%	179
2022 Q3	$15.1K	Hold	88	–	–	0.01%	189
2022 Q2	$14.3K	Buy	88 +1	+1%	+$166	0.01%	178
2022 Q1	$15.3K	Buy	+87	New	+$13.9K	0.01%	198

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

Fairfield Financial Advisors's AJG Position: Q1 2026 in Review

Fairfield Financial Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 20% in Q1 2026, selling an estimated $311K and leaving 5,305 shares worth $1.15M. The position accounts for 0.4% of the portfolio, ranked #41.

Fairfield Financial Advisors first reported a position in AJG in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.19M in Q2 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Fairfield Financial Advisors held 5,305 shares of Arthur J. Gallagher & Co worth $1.15M as of Q1 2026.
Fairfield Financial Advisors sold 1,346 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $311K.
Arthur J. Gallagher & Co made up 0.4% of Fairfield Financial Advisors's portfolio in Q1 2026, its #41 holding.
Fairfield Financial Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2022 and has held it in 16 quarters since.
Fairfield Financial Advisors's Arthur J. Gallagher & Co position peaked at $3.19M in Q2 2025.
1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Fairfield Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.