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

IEQ Capital’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 		$4.46M Buy
20,598
+119
+0.6% +$27.5K 0.02% 528
2025
Q4 		$5.3M Sell
20,479
-198
-1% -$52.4K 0.02% 503
2025
Q3 		$6.4M Sell
20,677
-252
-1% -$76K 0.02% 427
2025
Q2 		$6.7M Sell
20,929
-6,811
-25% -$2.25M 0.04% 344
2025
Q1 		$9.58M Buy
27,740
+4,914
+22% +$1.55M 0.08% 193
2024
Q4 		$6.48M Sell
22,826
-8,244
-27% -$2.4M 0.06% 219
2024
Q3 		$8.74M Sell
31,070
-122
-0.4% -$34.4K 0.11% 135
2024
Q2 		$8.09M Buy
31,192
+1,847
+6% +$458K 0.11% 120
2024
Q1 		$7.34M Buy
29,345
+551
+2% +$132K 0.11% 129
2023
Q4 		$6.48M Buy
28,794
+42
+0.1% +$9.95K 0.11% 126
2023
Q3 		$6.55M Buy
28,752
+21,068
+274% +$4.72M 0.13% 108
2023
Q2 		$1.69M Sell
7,684
-178
-2% -$37K 0.03% 293
2023
Q1 		$1.5M Buy
7,862
+456
+6% +$86.5K 0.03% 300
2022
Q4 		$1.4M Buy
7,406
+37
+0.5% +$6.92K 0.04% 302
2022
Q3 		$1.26M Buy
7,369
+4,222
+134% +$749K 0.03% 314
2022
Q2 		$513K Buy
3,147
+1,052
+50% +$175K 0.02% 466
2022
Q1 		$366K Buy
2,095
+479
+30% +$76.4K 0.01% 586
2021
Q4 		$274K Buy
1,616
+184
+13% +$30.1K 0.01% 613
2021
Q3 		$213K Buy
+1,432
New +$205K 0.01% 657

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

IEQ Capital's AJG Position: Q1 2026 in Review

IEQ Capital increased its Arthur J. Gallagher & Co (AJG) stake by 0.58% in Q1 2026, buying an estimated $27.5K and bringing the position to 20,598 shares worth $4.46M. The position accounts for 0.02% of the portfolio, ranked #528.

IEQ Capital first reported a position in AJG in Q3 2021 and has held it in 19 quarters since. The position peaked at $9.58M in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • IEQ Capital held 20,598 shares of Arthur J. Gallagher & Co worth $4.46M as of Q1 2026.
  • IEQ Capital bought 119 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $27.5K.
  • Arthur J. Gallagher & Co made up 0.02% of IEQ Capital's portfolio in Q1 2026, its #528 holding.
  • IEQ Capital first reported a position in Arthur J. Gallagher & Co in Q3 2021 and has held it in 19 quarters since.
  • IEQ Capital's Arthur J. Gallagher & Co position peaked at $9.58M in Q1 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.