Howe & Rusling’s Arthur J. Gallagher & Co AJG Stock Holding History

Howe & Rusling’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	$272K	Buy	1,254 +333	+36%	+$76.9K	0.02%	251
2025 Q4	$238K	Buy	+921	New	+$244K	0.02%	272
2022 Q4	–	Sell	-40	Closed	-$7K	–	339
2022 Q3	$7K	Buy	+40	New	+$7.1K	﹤0.01%	585
2020 Q4	–	Sell	-60	Closed	-$6K	–	924
2020 Q3	$6K	Buy	+60	New	+$6.22K	﹤0.01%	510
2019 Q3	–	Sell	-30	Closed	-$3K	–	827
2019 Q2	$3K	Sell	30 -14	-32%	-$1.17K	﹤0.01%	583
2019 Q1	$3K	Buy	+44	New	+$3.39K	﹤0.01%	590
2017 Q3	–	Sell	-66	Closed	-$4K	–	874
2017 Q2	$4K	Buy	+66	New	+$3.73K	﹤0.01%	657

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

Howe & Rusling's AJG Position: Q1 2026 in Review

Howe & Rusling increased its Arthur J. Gallagher & Co (AJG) stake by 36% in Q1 2026, buying an estimated $76.9K and bringing the position to 1,254 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #251.

Howe & Rusling first reported a position in AJG in Q2 2017 and has held it in 7 quarters since. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Howe & Rusling held 1,254 shares of Arthur J. Gallagher & Co worth $272K as of Q1 2026.
Howe & Rusling bought 333 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $76.9K.
Arthur J. Gallagher & Co made up 0.02% of Howe & Rusling's portfolio in Q1 2026, its #251 holding.
Howe & Rusling first reported a position in Arthur J. Gallagher & Co in Q2 2017 and has held it in 7 quarters since.
1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.