Investmark Advisory Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Investmark Advisory Group’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	$202K	Buy	931 +1	+0.1%	+$231	0.09%	134
2025 Q4	$241K	Buy	930 +1	+0.1%	+$265	0.1%	123
2025 Q3	$288K	Buy	929 +1	+0.1%	+$301	0.12%	110
2025 Q2	$297K	Hold	928	–	–	0.14%	103
2025 Q1	$321K	Buy	928 +1	+0.1%	+$316	0.16%	92
2024 Q4	$263K	Hold	927	–	–	0.13%	102
2024 Q3	$261K	Buy	927 +1	+0.1%	+$282	0.13%	103
2024 Q2	$240K	Hold	926	–	–	0.13%	100
2024 Q1	$231K	Buy	926 +1	+0.1%	+$240	0.13%	104
2023 Q4	$208K	Buy	+925	New	+$219K	0.12%	114
2022 Q1	–	Sell	-729	Closed	-$123K	–	99
2021 Q4	$123K	Buy	+729	New	+$119K	0.12%	109

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

Investmark Advisory Group's AJG Position: Q1 2026 in Review

Investmark Advisory Group increased its Arthur J. Gallagher & Co (AJG) stake by 0.11% in Q1 2026, buying an estimated $231 and bringing the position to 931 shares worth $202K. The position accounts for 0.09% of the portfolio, ranked #134.

Investmark Advisory Group first reported a position in AJG in Q4 2021 and has held it in 11 quarters since. The position peaked at $321K in Q1 2025. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Investmark Advisory Group held 931 shares of Arthur J. Gallagher & Co worth $202K as of Q1 2026.
Investmark Advisory Group bought 1 Arthur J. Gallagher & Co share in Q1 2026, an estimated $231.
Arthur J. Gallagher & Co made up 0.09% of Investmark Advisory Group's portfolio in Q1 2026, its #134 holding.
Investmark Advisory Group first reported a position in Arthur J. Gallagher & Co in Q4 2021 and has held it in 11 quarters since.
Investmark Advisory Group's Arthur J. Gallagher & Co position peaked at $321K in Q1 2025.
1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.