Frank Rimerman Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Frank Rimerman 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	$1.27M	Sell	5,872 -63	-1%	-$14.6K	0.08%	196
2025 Q4	$1.54M	Sell	5,935 -116	-2%	-$30.7K	0.1%	164
2025 Q3	$1.87M	Buy	6,051 +37	+0.6%	+$11.2K	0.12%	131
2025 Q2	$1.93M	Sell	6,014 -278	-4%	-$91.6K	0.13%	124
2025 Q1	$2.17M	Buy	6,292 +40	+0.6%	+$12.6K	0.17%	100
2024 Q4	$1.77M	Buy	6,252 +195	+3%	+$56.7K	0.13%	118
2024 Q3	$1.7M	Buy	6,057 +8	+0.1%	+$2.26K	0.12%	132
2024 Q2	$1.57M	Buy	+6,049	New	+$1.5M	0.11%	143

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

Frank Rimerman Advisors's AJG Position: Q1 2026 in Review

Frank Rimerman Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 1.1% in Q1 2026, selling an estimated $14.6K and leaving 5,872 shares worth $1.27M. The position accounts for 0.08% of the portfolio, ranked #196.

Frank Rimerman Advisors first reported a position in AJG in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.17M in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Frank Rimerman Advisors held 5,872 shares of Arthur J. Gallagher & Co worth $1.27M as of Q1 2026.
Frank Rimerman Advisors sold 63 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $14.6K.
Arthur J. Gallagher & Co made up 0.08% of Frank Rimerman Advisors's portfolio in Q1 2026, its #196 holding.
Frank Rimerman Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2024 and has held it in 8 quarters since.
Frank Rimerman Advisors's Arthur J. Gallagher & Co position peaked at $2.17M in Q1 2025.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.