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First Business Financial Services’s Arthur J. Gallagher & Co AJG Stock Holding History

First Business Financial Services’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 		$225K Hold
1,037
– – 0.02% 170
2025
Q4 		$268K Hold
1,037
– – 0.02% 153
2025
Q3 		$321K Hold
1,037
– – 0.03% 157
2025
Q2 		$332K Hold
1,037
– – 0.03% 150
2025
Q1 		$358K Hold
1,037
– – 0.04% 135
2024
Q4 		$294K Sell
1,037
-10
-1% -$2.91K 0.03% 142
2024
Q3 		$295K Buy
1,047
+10
+1% +$2.82K 0.03% 133
2024
Q2 		$269K Sell
1,037
-250
-19% -$62K 0.03% 137
2024
Q1 		$322K Sell
1,287
-7
-0.5% -$1.68K 0.03% 133
2023
Q4 		$291K Sell
1,294
-11
-0.8% -$2.6K 0.03% 135
2023
Q3 		$297K Buy
1,305
+29
+2% +$6.49K 0.04% 135
2023
Q2 		$280K Hold
1,276
– – 0.03% 141
2023
Q1 		$244K Hold
1,276
– – 0.03% 147
2022
Q4 		$241K Hold
1,276
– – 0.03% 145
2022
Q3 		$218K Hold
1,276
– – 0.03% 151
2022
Q2 		$208K Hold
1,276
– – 0.03% 152
2022
Q1 		$223K Hold
1,276
– – 0.02% 156
2021
Q4 		$216K Buy
+1,276
New +$209K 0.02% 164
2019
Q4 		– Sell
-9,819
Closed -$879K – 125
2019
Q3 		$879K Buy
9,819
+170
+2% +$15.3K 0.15% 41
2019
Q2 		$845K Sell
9,649
-59
-0.6% -$4.92K 0.15% 37
2019
Q1 		$758K Sell
9,708
-192
-2% -$14.8K 0.14% 42
2018
Q4 		$730K Sell
9,900
-802
-7% -$59.9K 0.12% 58
2018
Q3 		$797K Hold
10,702
– – 0.13% 51
2018
Q2 		$699K Sell
10,702
-167
-2% -$11.3K 0.13% 50
2018
Q1 		$747K Buy
10,869
+734
+7% +$49.5K 0.14% 44
2017
Q4 		$641K Buy
10,135
+2,160
+27% +$138K 0.12% 56
2017
Q3 		$491K Buy
+7,975
New +$469K 0.1% 56

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

First Business Financial Services's AJG Position: Q1 2026 in Review

First Business Financial Services held its Arthur J. Gallagher & Co (AJG) position steady in Q1 2026 at 1,037 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #170.

First Business Financial Services first reported a position in AJG in Q3 2017 and has held it in 27 quarters since. The position peaked at $879K in Q3 2019. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • First Business Financial Services held 1,037 shares of Arthur J. Gallagher & Co worth $225K as of Q1 2026.
  • First Business Financial Services left its Arthur J. Gallagher & Co share count unchanged in Q1 2026.
  • Arthur J. Gallagher & Co made up 0.02% of First Business Financial Services's portfolio in Q1 2026, its #170 holding.
  • First Business Financial Services first reported a position in Arthur J. Gallagher & Co in Q3 2017 and has held it in 27 quarters since.
  • First Business Financial Services's Arthur J. Gallagher & Co position peaked at $879K in Q3 2019.
  • 1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on First Business Financial Services's 13F filing for Q1 2026, filed 1 May 2026.