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Gerber Kawasaki Wealth & Investment Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2026
Q1 		– Sell
-31,855
Closed -$18.7K – 351
2025
Q4 		$18.7K Buy
+31,855
New +$8.43M ﹤0.01% 334
2021
Q4 		– Sell
-80
Closed -$11K – 299
2021
Q3 		$11K Buy
+80
New +$11.4K ﹤0.01% 611

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

Gerber Kawasaki Wealth & Investment Management's AJG Position: Q1 2026 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 31,855 shares — an estimated $18.7K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in AJG in Q3 2021 and held it in 2 quarters. The position peaked at $18.7K in Q4 2025. 1,244 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 31,855 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $18.7K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Arthur J. Gallagher & Co in Q3 2021 and held it in 2 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Arthur J. Gallagher & Co position peaked at $18.7K in Q4 2025.
  • 1,244 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.