Glenview Trust’s Arthur J. Gallagher & Co AJG Stock Holding History

Glenview Trust’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	$249K	Sell	1,148 -34	-3%	-$7.85K	﹤0.01%	458
2025 Q4	$306K	Buy	1,182 +172	+17%	+$45.5K	﹤0.01%	428
2025 Q3	$313K	Sell	1,010 -36	-3%	-$10.9K	0.01%	425
2025 Q2	$335K	Buy	1,046 +5	+0.5%	+$1.65K	0.01%	412
2025 Q1	$359K	Buy	1,041 +61	+6%	+$19.3K	0.01%	387
2024 Q4	$278K	Buy	980 +167	+21%	+$48.6K	0.01%	426
2024 Q3	$229K	Sell	813 -24	-3%	-$6.77K	﹤0.01%	443
2024 Q2	$217K	Buy	837 +16	+2%	+$3.97K	﹤0.01%	445
2024 Q1	$205K	Buy	+821	New	+$197K	﹤0.01%	457
2022 Q2	–	Sell	-1,261	Closed	-$220K	–	405
2022 Q1	$220K	Sell	1,261 -215	-15%	-$34.3K	0.01%	398
2021 Q4	$250K	Hold	1,476	–	–	0.01%	380
2021 Q3	$219K	Hold	1,476	–	–	0.01%	380
2021 Q2	$207K	Buy	+1,476	New	+$209K	0.01%	398
2021 Q1	–	Sell	-1,628	Closed	-$201K	–	393
2020 Q4	$201K	Buy	+1,628	New	+$185K	0.01%	340
2020 Q1	–	Sell	-2,106	Closed	-$201K	–	316
2019 Q4	$201K	Sell	2,106 -175	-8%	-$16K	0.01%	338
2019 Q3	$205K	Buy	+2,281	New	+$205K	0.01%	336

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

Glenview Trust's AJG Position: Q1 2026 in Review

Glenview Trust reduced its Arthur J. Gallagher & Co (AJG) stake by 2.9% in Q1 2026, selling an estimated $7.85K and leaving 1,148 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Glenview Trust first reported a position in AJG in Q3 2019 and has held it in 16 quarters since. The position peaked at $359K in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Glenview Trust held 1,148 shares of Arthur J. Gallagher & Co worth $249K as of Q1 2026.
Glenview Trust sold 34 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $7.85K.
Arthur J. Gallagher & Co made up ﹤0.01% of Glenview Trust's portfolio in Q1 2026, its #458 holding.
Glenview Trust first reported a position in Arthur J. Gallagher & Co in Q3 2019 and has held it in 16 quarters since.
Glenview Trust's Arthur J. Gallagher & Co position peaked at $359K in Q1 2025.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.