HMS Capital Management’s Arthur J. Gallagher & Co AJG Stock Holding History

HMS Capital 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	$259K	Sell	1,196 -2,955	-71%	-$683K	0.1%	104
2025 Q4	$1.07M	Sell	4,151 -66	-2%	-$17.5K	0.44%	47
2025 Q3	$1.31M	Sell	4,217 -148	-3%	-$44.6K	0.55%	43
2025 Q2	$1.4M	Sell	4,365 -147	-3%	-$48.5K	0.63%	39
2025 Q1	$1.4M	Sell	4,512 -59	-1%	-$18.6K	0.78%	39
2024 Q4	$1.3M	Buy	4,571 +32	+0.7%	+$9.31K	0.63%	42
2024 Q3	$1.28M	Buy	4,539 +12	+0.3%	+$3.38K	0.63%	43
2024 Q2	$1.17M	Buy	4,527 +336	+8%	+$83.4K	0.61%	43
2024 Q1	$1.05M	Buy	4,191 +464	+12%	+$112K	0.58%	46
2023 Q4	$838K	Buy	+3,727	New	+$883K	0.52%	45

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

HMS Capital Management's AJG Position: Q1 2026 in Review

HMS Capital Management reduced its Arthur J. Gallagher & Co (AJG) stake by 71% in Q1 2026, selling an estimated $683K and leaving 1,196 shares worth $259K. The position accounts for 0.1% of the portfolio, ranked #104.

HMS Capital Management first reported a position in AJG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.4M in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

HMS Capital Management held 1,196 shares of Arthur J. Gallagher & Co worth $259K as of Q1 2026.
HMS Capital Management sold 2,955 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $683K.
Arthur J. Gallagher & Co made up 0.1% of HMS Capital Management's portfolio in Q1 2026, its #104 holding.
HMS Capital Management first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 10 quarters since.
HMS Capital Management's Arthur J. Gallagher & Co position peaked at $1.4M in Q1 2025.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on HMS Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.