Forum Financial Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Forum Financial Management’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	-2,785	Closed	-$721K	–	355
2025 Q4	$721K	Buy	2,785 +240	+9%	+$63.5K	0.01%	334
2025 Q3	$788K	Buy	2,545 +182	+8%	+$54.9K	0.01%	296
2025 Q2	$756K	Buy	2,363 +188	+9%	+$62K	0.01%	275
2025 Q1	$751K	Sell	2,175 -172	-7%	-$54.3K	0.01%	255
2024 Q4	$666K	Buy	2,347 +3	+0.1%	+$873	0.01%	294
2024 Q3	$660K	Buy	2,344 +4	+0.2%	+$1.13K	0.01%	257
2024 Q2	$607K	Buy	2,340 +2	+0.1%	+$496	0.01%	257
2024 Q1	$585K	Hold	2,338	–	–	0.01%	279
2023 Q4	$526K	Hold	2,338	–	–	0.01%	280
2023 Q3	$533K	Hold	2,338	–	–	0.01%	267
2023 Q2	$513K	Buy	2,338 +1	+0%	+$208	0.01%	290
2023 Q1	$447K	Hold	2,337	–	–	0.01%	288
2022 Q4	$441K	Hold	2,337	–	–	0.01%	279
2022 Q3	$400K	Hold	2,337	–	–	0.02%	271
2022 Q2	$381K	Buy	2,337 +674	+41%	+$112K	0.02%	287
2022 Q1	$290K	Hold	1,663	–	–	0.01%	408
2021 Q4	$282K	Buy	+1,663	New	+$272K	0.01%	444

Other funds holding AJG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forum Financial Management's AJG Position: Q1 2026 in Review

Forum Financial Management sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 2,785 shares — an estimated $721K sold.

Forum Financial Management first reported a position in AJG in Q4 2021 and held it in 17 quarters. The position peaked at $788K in Q3 2025. 1,246 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Forum Financial Management reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 2,785 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $721K.
Forum Financial Management first reported a position in Arthur J. Gallagher & Co in Q4 2021 and held it in 17 quarters.
Forum Financial Management's Arthur J. Gallagher & Co position peaked at $788K in Q3 2025.
1,246 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.