Freestone Grove Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Freestone Grove Partners’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	$32.5M	Buy	150,106 +146,956	+4,665%	+$33.9M	0.23%	151
2025 Q4	$815K	Sell	3,150 -107,661	-97%	-$28.5M	0.01%	491
2025 Q3	$34.3M	Sell	110,811 -104,254	-48%	-$31.4M	0.26%	138
2025 Q2	$68.8M	Buy	215,065 +21,769	+11%	+$7.18M	0.52%	48
2025 Q1	$66.7M	Sell	193,296 -26,099	-12%	-$8.24M	0.69%	31
2024 Q4	$62.3M	Buy	+219,395	New	+$63.8M	0.76%	27

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

Freestone Grove Partners's AJG Position: Q1 2026 in Review

Freestone Grove Partners increased its Arthur J. Gallagher & Co (AJG) stake by 4,665% in Q1 2026, buying an estimated $33.9M and bringing the position to 150,106 shares worth $32.5M. The position accounts for 0.23% of the portfolio, ranked #151.

Freestone Grove Partners first reported a position in AJG in Q4 2024 and has held it in 6 quarters since. The position peaked at $68.8M in Q2 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Freestone Grove Partners held 150,106 shares of Arthur J. Gallagher & Co worth $32.5M as of Q1 2026.
Freestone Grove Partners bought 146,956 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $33.9M.
Arthur J. Gallagher & Co made up 0.23% of Freestone Grove Partners's portfolio in Q1 2026, its #151 holding.
Freestone Grove Partners first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 6 quarters since.
Freestone Grove Partners's Arthur J. Gallagher & Co position peaked at $68.8M in Q2 2025.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

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