FCP
AJG icon

Fidelis Capital Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Fidelis Capital Partners’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 		$386K Sell
1,781
-49
-3% -$11.3K 0.03% 357
2025
Q4 		$474K Sell
1,830
-93
-5% -$24.6K 0.03% 317
2025
Q3 		$596K Buy
1,923
+53
+3% +$16K 0.05% 269
2025
Q2 		$535K Buy
1,870
+53
+3% +$17.5K 0.05% 244
2025
Q1 		$586K Buy
1,817
+17
+0.9% +$5.37K 0.06% 227
2024
Q4 		$556K Buy
1,800
+205
+13% +$59.7K 0.06% 238
2024
Q3 		$461K Buy
1,595
+20
+1% +$5.64K 0.05% 246
2024
Q2 		$444K Buy
1,575
+167
+12% +$41.4K 0.06% 228
2024
Q1 		$352K Sell
1,408
-18
-1% -$4.33K 0.05% 262
2023
Q4 		$321K Buy
1,426
+101
+8% +$23.9K 0.07% 235
2023
Q3 		$302K Buy
1,325
+47
+4% +$10.5K 0.1% 195
2023
Q2 		$281K Buy
1,278
+50
+4% +$10.4K 0.1% 209
2023
Q1 		$263K Buy
+1,228
New +$233K 0.11% 200

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

Fidelis Capital Partners's AJG Position: Q1 2026 in Review

Fidelis Capital Partners reduced its Arthur J. Gallagher & Co (AJG) stake by 2.7% in Q1 2026, selling an estimated $11.3K and leaving 1,781 shares worth $386K. The position accounts for 0.03% of the portfolio, ranked #357.

Fidelis Capital Partners first reported a position in AJG in Q1 2023 and has held it in 13 quarters since. The position peaked at $596K in Q3 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Fidelis Capital Partners held 1,781 shares of Arthur J. Gallagher & Co worth $386K as of Q1 2026.
  • Fidelis Capital Partners sold 49 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $11.3K.
  • Arthur J. Gallagher & Co made up 0.03% of Fidelis Capital Partners's portfolio in Q1 2026, its #357 holding.
  • Fidelis Capital Partners first reported a position in Arthur J. Gallagher & Co in Q1 2023 and has held it in 13 quarters since.
  • Fidelis Capital Partners's Arthur J. Gallagher & Co position peaked at $596K in Q3 2025.
  • 1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.