Heritage Family Offices’s Arthur J. Gallagher & Co AJG Stock Holding History

Heritage Family Offices’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	-6,475	Closed	-$1.68M	–	198
2025 Q4	$1.68M	Sell	6,475 -532	-8%	-$141K	0.76%	31
2025 Q3	$2.17M	Sell	7,007 -992	-12%	-$299K	1.01%	22
2025 Q2	$2.73M	Buy	7,999 +753	+10%	+$248K	1.38%	11
2025 Q1	$2.5M	Sell	7,246 -614	-8%	-$194K	1.28%	11
2024 Q4	$2.23M	Buy	7,860 +1,882	+31%	+$548K	1.11%	16
2024 Q3	$1.68M	Sell	5,978 -113	-2%	-$31.9K	0.87%	27
2024 Q2	$1.58M	Buy	+6,091	New	+$1.51M	0.88%	26

Other funds holding AJG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Family Offices's AJG Position: Q1 2026 in Review

Heritage Family Offices sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 6,475 shares — an estimated $1.68M sold.

Heritage Family Offices first reported a position in AJG in Q2 2024 and held it in 7 quarters. The position peaked at $2.73M in Q2 2025. 1,246 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Heritage Family Offices reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
Heritage Family Offices sold 6,475 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $1.68M.
Heritage Family Offices first reported a position in Arthur J. Gallagher & Co in Q2 2024 and held it in 7 quarters.
Heritage Family Offices's Arthur J. Gallagher & Co position peaked at $2.73M in Q2 2025.
1,246 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.