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Independence Bank of Kentucky’s Arthur J. Gallagher & Co AJG Stock Holding History

Independence Bank of Kentucky’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
-9
Closed -$2.33K – 627
2025
Q4 		$2.33K Buy
+9
New +$2.38K ﹤0.01% 636
2023
Q4 		– Sell
-6
Closed -$1.37K – 520
2023
Q3 		$1.37K Hold
6
– – ﹤0.01% 473
2023
Q2 		$1.32K Buy
+6
New +$1.25K ﹤0.01% 498

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $846B AUM 46.74% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independence Bank of Kentucky's AJG Position: Q1 2026 in Review

Independence Bank of Kentucky sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 9 shares — an estimated $2.33K sold.

Independence Bank of Kentucky first reported a position in AJG in Q2 2023 and held it in 3 quarters. The position peaked at $2.33K in Q4 2025. 1,244 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Independence Bank of Kentucky reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • Independence Bank of Kentucky sold 9 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $2.33K.
  • Independence Bank of Kentucky first reported a position in Arthur J. Gallagher & Co in Q2 2023 and held it in 3 quarters.
  • Independence Bank of Kentucky's Arthur J. Gallagher & Co position peaked at $2.33K in Q4 2025.
  • 1,244 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Independence Bank of Kentucky's 13F filing for Q1 2026, filed 30 Apr 2026.