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

Fiduciary Trust’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 		$939K Sell
4,334
-142
-3% -$32.8K 0.01% 426
2025
Q4 		$1.16M Buy
4,476
+146
+3% +$38.7K 0.01% 386
2025
Q3 		$1.34M Buy
4,330
+31
+0.7% +$9.35K 0.02% 356
2025
Q2 		$1.38M Buy
4,299
+205
+5% +$67.6K 0.02% 339
2025
Q1 		$1.41M Buy
4,094
+167
+4% +$52.8K 0.02% 327
2024
Q4 		$1.11M Buy
3,927
+280
+8% +$81.5K 0.01% 340
2024
Q3 		$1.03M Hold
3,647
– – 0.01% 356
2024
Q2 		$946K Buy
3,647
+160
+5% +$39.7K 0.01% 352
2024
Q1 		$872K Sell
3,487
-321
-8% -$77.2K 0.01% 370
2023
Q4 		$856K Buy
3,808
+469
+14% +$111K 0.01% 361
2023
Q3 		$761K Buy
3,339
+646
+24% +$145K 0.01% 358
2023
Q2 		$591K Buy
2,693
+2
+0.1% +$416 0.01% 416
2023
Q1 		$515K Sell
2,691
-1,056
-28% -$200K 0.01% 435
2022
Q4 		$706K Sell
3,747
-4
-0.1% -$748 0.01% 395
2022
Q3 		$642K Buy
3,751
+4
+0.1% +$710 0.01% 400
2022
Q2 		$611K Hold
3,747
– – 0.01% 416
2022
Q1 		$654K Sell
3,747
-716
-16% -$114K 0.01% 421
2021
Q4 		$757K Hold
4,463
– – 0.01% 394
2021
Q3 		$663K Hold
4,463
– – 0.01% 414
2021
Q2 		$625K Buy
4,463
+112
+3% +$15.8K 0.01% 426
2021
Q1 		$543K Hold
4,351
– – 0.01% 439
2020
Q4 		$538K Hold
4,351
– – 0.01% 423
2020
Q3 		$459K Sell
4,351
-8
-0.2% -$830 0.01% 410
2020
Q2 		$425K Buy
+4,359
New +$386K 0.01% 402

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

Fiduciary Trust's AJG Position: Q1 2026 in Review

Fiduciary Trust reduced its Arthur J. Gallagher & Co (AJG) stake by 3.2% in Q1 2026, selling an estimated $32.8K and leaving 4,334 shares worth $939K. The position accounts for 0.01% of the portfolio, ranked #426.

Fiduciary Trust first reported a position in AJG in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.41M in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Fiduciary Trust held 4,334 shares of Arthur J. Gallagher & Co worth $939K as of Q1 2026.
  • Fiduciary Trust sold 142 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $32.8K.
  • Arthur J. Gallagher & Co made up 0.01% of Fiduciary Trust's portfolio in Q1 2026, its #426 holding.
  • Fiduciary Trust first reported a position in Arthur J. Gallagher & Co in Q2 2020 and has held it in 24 quarters since.
  • Fiduciary Trust's Arthur J. Gallagher & Co position peaked at $1.41M in Q1 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.