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Integrated Wealth Concepts’s Arthur J. Gallagher & Co AJG Stock Holding History

Integrated Wealth Concepts’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 		$563K Buy
+2,601
New +$601K ﹤0.01% 1466
2025
Q4 		– Sell
-1,206
Closed -$374K – 1620
2025
Q3 		$374K Sell
1,206
-98
-8% -$29.5K ﹤0.01% 1506
2025
Q2 		$417K Sell
1,304
-591
-31% -$195K ﹤0.01% 1373
2025
Q1 		$654K Buy
1,895
+83
+5% +$26.2K 0.01% 1027
2024
Q4 		$514K Sell
1,812
-77
-4% -$22.4K 0.01% 1110
2024
Q3 		$532K Sell
1,889
-60
-3% -$16.9K 0.01% 1053
2024
Q2 		$505K Buy
1,949
+166
+9% +$41.2K 0.01% 1042
2024
Q1 		$446K Buy
1,783
+227
+15% +$54.6K 0.01% 1099
2023
Q4 		$350K Sell
1,556
-1,376
-47% -$326K 0.01% 1181
2023
Q3 		$668K Sell
2,932
-3
-0.1% -$671 0.01% 857
2023
Q2 		$644K Buy
+2,935
New +$611K 0.01% 874

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

Integrated Wealth Concepts's AJG Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Arthur J. Gallagher & Co (AJG) in Q1 2026: 2,601 shares worth $563K. The stake represents ﹤0.01% of the portfolio and ranks #1466 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in AJG as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in AJG in Q2 2023 and has held it in 11 quarters since. The position peaked at $668K in Q3 2023. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Integrated Wealth Concepts held 2,601 shares of Arthur J. Gallagher & Co worth $563K as of Q1 2026.
  • Arthur J. Gallagher & Co was a new Integrated Wealth Concepts position in Q1 2026.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1466 holding.
  • Integrated Wealth Concepts first reported a position in Arthur J. Gallagher & Co in Q2 2023 and has held it in 11 quarters since.
  • Integrated Wealth Concepts's Arthur J. Gallagher & Co position peaked at $668K in Q3 2023.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.