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ICW Investment Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

ICW Investment Advisors’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 		$238K Buy
1,100
+310
+39% +$71.6K 0.09% 144
2025
Q4 		$204K Buy
790
+127
+19% +$33.6K 0.07% 144
2025
Q3 		$205K Buy
+663
New +$200K 0.07% 143

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ICW Investment Advisors's AJG Position: Q1 2026 in Review

ICW Investment Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 39% in Q1 2026, buying an estimated $71.6K and bringing the position to 1,100 shares worth $238K. The position accounts for 0.09% of the portfolio, ranked #144.

ICW Investment Advisors first reported a position in AJG in Q3 2025 and has held it in 3 quarters since. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • ICW Investment Advisors held 1,100 shares of Arthur J. Gallagher & Co worth $238K as of Q1 2026.
  • ICW Investment Advisors bought 310 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $71.6K.
  • Arthur J. Gallagher & Co made up 0.09% of ICW Investment Advisors's portfolio in Q1 2026, its #144 holding.
  • ICW Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2025 and has held it in 3 quarters since.
  • 1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on ICW Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.