Freestone Capital Holdings’s Arthur J. Gallagher & Co AJG Stock Holding History

Freestone Capital Holdings’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	-1,239	Closed	-$321K	–	575
2025 Q4	$321K	Sell	1,239 -13	-1%	-$3.44K	0.01%	410
2025 Q3	$388K	Buy	+1,252	New	+$377K	0.01%	387
2022 Q2	–	Sell	-1,464	Closed	-$256K	–	425
2022 Q1	$256K	Buy	+1,464	New	+$233K	0.01%	500
2021 Q1	–	Sell	-85	Closed	-$10.5K	–	414
2020 Q4	$10.5K	Buy	85 +51	+150%	+$5.81K	﹤0.01%	844
2020 Q3	$3.59K	Buy	+34	New	+$3.53K	﹤0.01%	947

Other funds holding AJG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Freestone Capital Holdings's AJG Position: Q1 2026 in Review

Freestone Capital Holdings sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 1,239 shares — an estimated $321K sold.

Freestone Capital Holdings first reported a position in AJG in Q3 2020 and held it in 5 quarters. The position peaked at $388K in Q3 2025. 1,244 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Freestone Capital Holdings reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
Freestone Capital Holdings sold 1,239 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $321K.
Freestone Capital Holdings first reported a position in Arthur J. Gallagher & Co in Q3 2020 and held it in 5 quarters.
Freestone Capital Holdings's Arthur J. Gallagher & Co position peaked at $388K in Q3 2025.
1,244 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.