Focus Partners Wealth
AJG icon

Focus Partners Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

Focus Partners Wealth’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 		$299M Buy
1,379,397
+735,269
+114% +$170M 0.33% 68
2025
Q4 		$167M Buy
644,128
+600,252
+1,368% +$159M 0.19% 110
2025
Q3 		$13.6M Buy
43,876
+14,561
+50% +$4.39M 0.02% 482
2025
Q2 		$9.38M Buy
29,315
+1,612
+6% +$531K 0.02% 515
2025
Q1 		$9.56M Sell
27,703
-8,836
-24% -$2.79M 0.02% 485
2024
Q4 		$10.4M Buy
36,539
+33,314
+1,033% +$9.69M 0.03% 458
2024
Q3 		$908K Sell
3,225
-7,163
-69% -$2.02M ﹤0.01% 965
2024
Q2 		$2.75M Buy
10,388
+6,717
+183% +$1.67M 0.01% 605
2024
Q1 		$918K Buy
3,671
+2,566
+232% +$617K 0.01% 621
2023
Q4 		$248K Buy
+1,105
New +$262K ﹤0.01% 707

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

Focus Partners Wealth's AJG Position: Q1 2026 in Review

Focus Partners Wealth increased its Arthur J. Gallagher & Co (AJG) stake by 114% in Q1 2026, buying an estimated $170M and bringing the position to 1,379,397 shares worth $299M. The position accounts for 0.33% of the portfolio, ranked #68.

Focus Partners Wealth first reported a position in AJG in Q4 2023 and has held it in 10 quarters since. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Focus Partners Wealth held 1,379,397 shares of Arthur J. Gallagher & Co worth $299M as of Q1 2026.
  • Focus Partners Wealth bought 735,269 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $170M.
  • Arthur J. Gallagher & Co made up 0.33% of Focus Partners Wealth's portfolio in Q1 2026, its #68 holding.
  • Focus Partners Wealth first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 10 quarters since.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.