Independent Wealth Network’s Arthur J. Gallagher & Co AJG Stock Holding History

Independent Wealth Network’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	-915	Closed	-$237K	–	303
2025 Q4	$237K	Buy	+915	New	+$242K	0.07%	239
2023 Q4	–	Sell	-1,025	Closed	-$234K	–	219
2023 Q3	$234K	Sell	1,025 -2	-0.2%	-$448	0.14%	166
2023 Q2	$225K	Buy	+1,027	New	+$214K	0.14%	176

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 Wealth Network's AJG Position: Q1 2026 in Review

Independent Wealth Network sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 915 shares — an estimated $237K sold.

Independent Wealth Network first reported a position in AJG in Q2 2023 and held it in 3 quarters. The position peaked at $237K in Q4 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Independent Wealth Network reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
Independent Wealth Network sold 915 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $237K.
Independent Wealth Network first reported a position in Arthur J. Gallagher & Co in Q2 2023 and held it in 3 quarters.
Independent Wealth Network's Arthur J. Gallagher & Co position peaked at $237K in Q4 2025.
1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.