First Manhattan’s Arthur J. Gallagher & Co AJG Stock Holding History

First Manhattan’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	$4M	Sell	18,460 -3,627	-16%	-$838K	0.01%	267
2025 Q4	$5.72M	Sell	22,087 -4,638	-17%	-$1.23M	0.02%	216
2025 Q3	$8.28M	Sell	26,725 -3,850	-13%	-$1.16M	0.02%	186
2025 Q2	$9.79M	Sell	30,575 -351	-1%	-$116K	0.03%	164
2025 Q1	$10.7M	Sell	30,926 -820	-3%	-$259K	0.03%	147
2024 Q4	$9.01M	Buy	31,746 +637	+2%	+$185K	0.03%	156
2024 Q3	$8.75M	Sell	31,109 -1,740	-5%	-$491K	0.03%	162
2024 Q2	$8.52M	Sell	32,849 -1,456	-4%	-$361K	0.03%	166
2024 Q1	$8.58M	Sell	34,305 -1,394	-4%	-$335K	0.03%	169
2023 Q4	$8.03M	Sell	35,699 -1,486	-4%	-$352K	0.03%	172
2023 Q3	$8.48M	Buy	37,185 +1,332	+4%	+$298K	0.03%	158
2023 Q2	$7.87M	Sell	35,853 -1,210	-3%	-$252K	0.03%	165
2023 Q1	$7.09M	Sell	37,063 -1,043	-3%	-$198K	0.03%	178
2022 Q4	$7.18M	Sell	38,106 -1,115	-3%	-$209K	0.03%	187
2022 Q3	$6.71M	Sell	39,221 -90	-0.2%	-$16K	0.03%	183
2022 Q2	$6.41M	Sell	39,311 -300	-0.8%	-$49.8K	0.03%	197
2022 Q1	$6.92M	Buy	39,611 +39,217	+9,954%	+$6.25M	0.02%	210
2021 Q4	$66K	Buy	394 +388	+6,467%	+$63.4K	﹤0.01%	940
2021 Q3	$0	Buy	+6	New	+$859	﹤0.01%	1578
2020 Q3	–	Sell	-10	Closed	–	–	1321
2020 Q2	$0	Buy	+10	New	+$885	﹤0.01%	1372

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

First Manhattan's AJG Position: Q1 2026 in Review

First Manhattan reduced its Arthur J. Gallagher & Co (AJG) stake by 16% in Q1 2026, selling an estimated $838K and leaving 18,460 shares worth $4M. The position accounts for 0.01% of the portfolio, ranked #267.

First Manhattan first reported a position in AJG in Q2 2020 and has held it in 20 quarters since. The position peaked at $10.7M in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

First Manhattan held 18,460 shares of Arthur J. Gallagher & Co worth $4M as of Q1 2026.
First Manhattan sold 3,627 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $838K.
Arthur J. Gallagher & Co made up 0.01% of First Manhattan's portfolio in Q1 2026, its #267 holding.
First Manhattan first reported a position in Arthur J. Gallagher & Co in Q2 2020 and has held it in 20 quarters since.
First Manhattan's Arthur J. Gallagher & Co position peaked at $10.7M in Q1 2025.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.