Fiduciary Family Office’s Arthur J. Gallagher & Co AJG Stock Holding History

Fiduciary Family Office’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	–	Sell	-861	Closed	-$223K	–	182
2025 Q4	$223K	Sell	861 -750	-47%	-$199K	0.06%	172
2025 Q3	$499K	Buy	1,611 +740	+85%	+$223K	0.14%	120
2025 Q2	$279K	Sell	871 -97	-10%	-$32K	0.09%	155
2025 Q1	$334K	Buy	+968	New	+$306K	0.11%	147
2024 Q4	–	Sell	-1,183	Closed	-$333K	–	84
2024 Q3	$333K	Sell	1,183 -2,471	-68%	-$697K	0.11%	160
2024 Q2	$948K	Sell	3,654 -759	-17%	-$188K	0.37%	67
2024 Q1	$1.1M	Buy	4,413 +1,089	+33%	+$262K	0.43%	58
2023 Q4	$748K	Buy	+3,324	New	+$787K	0.33%	72

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

Fiduciary Family Office's AJG Position: Q1 2026 in Review

Fiduciary Family Office sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 861 shares — an estimated $223K sold.

Fiduciary Family Office first reported a position in AJG in Q4 2023 and held it in 8 quarters. The position peaked at $1.1M in Q1 2024. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Fiduciary Family Office reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
Fiduciary Family Office sold 861 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $223K.
Fiduciary Family Office first reported a position in Arthur J. Gallagher & Co in Q4 2023 and held it in 8 quarters.
Fiduciary Family Office's Arthur J. Gallagher & Co position peaked at $1.1M in Q1 2024.
1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.