Independent Advisor Alliance’s Arthur J. Gallagher & Co AJG Stock Holding History

Independent Advisor Alliance’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	$852K	Sell	3,932 -365	-8%	-$84.3K	0.01%	902
2025 Q4	$1.11M	Sell	4,297 -134	-3%	-$35.5K	0.03%	446
2025 Q3	$1.37M	Sell	4,431 -1,104	-20%	-$333K	0.04%	373
2025 Q2	$1.77M	Buy	5,535 +1,359	+33%	+$448K	0.05%	305
2025 Q1	$1.44M	Buy	4,176 +122	+3%	+$38.5K	0.05%	304
2024 Q4	$1.15M	Buy	4,054 +477	+13%	+$139K	0.02%	691
2024 Q3	$1.01M	Buy	3,577 +1,089	+44%	+$307K	0.04%	329
2024 Q2	$645K	Buy	2,488 +1,003	+68%	+$249K	0.02%	404
2024 Q1	$371K	Buy	+1,485	New	+$357K	0.01%	521

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

Independent Advisor Alliance's AJG Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Arthur J. Gallagher & Co (AJG) stake by 8.5% in Q1 2026, selling an estimated $84.3K and leaving 3,932 shares worth $852K. The position accounts for 0.01% of the portfolio, ranked #902.

Independent Advisor Alliance first reported a position in AJG in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.77M in Q2 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Independent Advisor Alliance held 3,932 shares of Arthur J. Gallagher & Co worth $852K as of Q1 2026.
Independent Advisor Alliance sold 365 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $84.3K.
Arthur J. Gallagher & Co made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #902 holding.
Independent Advisor Alliance first reported a position in Arthur J. Gallagher & Co in Q1 2024 and has held it in 9 quarters since.
Independent Advisor Alliance's Arthur J. Gallagher & Co position peaked at $1.77M in Q2 2025.
1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.