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HBW Advisory Services’s Arthur J. Gallagher & Co AJG Stock Holding History

HBW Advisory Services’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
-1,423
Closed -$368K – 445
2025
Q4 		$368K Sell
1,423
-47
-3% -$12.4K 0.04% 317
2025
Q3 		$455K Buy
1,470
+398
+37% +$120K 0.05% 275
2025
Q2 		$343K Sell
1,072
-147
-12% -$48.5K 0.04% 295
2025
Q1 		$421K Buy
1,219
+87
+8% +$27.5K 0.06% 234
2024
Q4 		$321K Buy
1,132
+32
+3% +$9.31K 0.03% 268
2024
Q3 		$309K Buy
+1,100
New +$310K 0.05% 271

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HBW Advisory Services's AJG Position: Q1 2026 in Review

HBW Advisory Services sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 1,423 shares — an estimated $368K sold.

HBW Advisory Services first reported a position in AJG in Q3 2024 and held it in 6 quarters. The position peaked at $455K in Q3 2025. 1,246 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • HBW Advisory Services reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • HBW Advisory Services sold 1,423 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $368K.
  • HBW Advisory Services first reported a position in Arthur J. Gallagher & Co in Q3 2024 and held it in 6 quarters.
  • HBW Advisory Services's Arthur J. Gallagher & Co position peaked at $455K in Q3 2025.
  • 1,246 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on HBW Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.