Foundations Investment Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Foundations Investment Advisors’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	$268K	Buy	1,239 +25	+2%	+$5.77K	﹤0.01%	955
2025 Q4	$314K	Buy	1,214 +205	+20%	+$54.3K	﹤0.01%	875
2025 Q3	$312K	Sell	1,009 -104	-9%	-$31.4K	﹤0.01%	836
2025 Q2	$356K	Sell	1,113 -1	-0.1%	-$330	0.01%	690
2025 Q1	$385K	Buy	1,114 +61	+6%	+$19.3K	0.01%	643
2024 Q4	$299K	Sell	1,053 -63	-6%	-$18.3K	0.01%	663
2024 Q3	$314K	Sell	1,116 -33	-3%	-$9.31K	0.01%	624
2024 Q2	$298K	Buy	1,149 +92	+9%	+$22.8K	0.01%	609
2024 Q1	$264K	Sell	1,057 -56	-5%	-$13.5K	0.01%	608
2023 Q4	$258K	Sell	1,113 -78	-7%	-$18.5K	0.01%	589
2023 Q3	$271K	Buy	1,191 +21	+2%	+$4.7K	0.01%	530
2023 Q2	$257K	Sell	1,170 -199	-15%	-$41.4K	0.01%	499
2023 Q1	$262K	Buy	+1,369	New	+$260K	0.01%	420

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

Foundations Investment Advisors's AJG Position: Q1 2026 in Review

Foundations Investment Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 2.1% in Q1 2026, buying an estimated $5.77K and bringing the position to 1,239 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Foundations Investment Advisors first reported a position in AJG in Q1 2023 and has held it in 13 quarters since. The position peaked at $385K in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Foundations Investment Advisors held 1,239 shares of Arthur J. Gallagher & Co worth $268K as of Q1 2026.
Foundations Investment Advisors bought 25 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $5.77K.
Arthur J. Gallagher & Co made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #955 holding.
Foundations Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2023 and has held it in 13 quarters since.
Foundations Investment Advisors's Arthur J. Gallagher & Co position peaked at $385K in Q1 2025.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.