FAM
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Fulcrum Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Fulcrum Asset 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
2025
Q2 		– Sell
-7,289
Closed -$1.95M – 191
2025
Q1 		$1.95M Buy
+7,289
New +$2.3M 0.38% 73

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fulcrum Asset Management's AJG Position: Q1 2026 in Review

Fulcrum Asset Management increased its Arthur J. Gallagher & Co (AJG) stake by 2.9% in Q1 2026, buying an estimated $48.7K and bringing the position to 7,557 shares worth $1.63M. The position accounts for 0.25% of the portfolio, ranked #85.

Fulcrum Asset Management first reported a position in AJG in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.49M in Q2 2025. 1,244 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Fulcrum Asset Management held 7,557 shares of Arthur J. Gallagher & Co worth $1.63M as of Q1 2026.
  • Fulcrum Asset Management bought 211 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $48.7K.
  • Arthur J. Gallagher & Co made up 0.25% of Fulcrum Asset Management's portfolio in Q1 2026, its #85 holding.
  • Fulcrum Asset Management first reported a position in Arthur J. Gallagher & Co in Q2 2025 and has held it in 4 quarters since.
  • Fulcrum Asset Management's Arthur J. Gallagher & Co position peaked at $2.49M in Q2 2025.
  • 1,244 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.