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Investors Portfolio Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Investors Portfolio Services’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
-5
Closed -$1.35K – 699
2025
Q4 		$1.35K Buy
+5
New +$1.32K ﹤0.01% 247

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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 $1.89T AUM 35.08% 1-Year Est. Return

Investors Portfolio Services's AJG Position: Q1 2026 in Review

Investors Portfolio Services sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 5 shares — an estimated $1.35K sold.

Investors Portfolio Services first reported a position in AJG in Q4 2025 and held it in 1 quarter. The position peaked at $1.35K in Q4 2025. 1,246 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Investors Portfolio Services reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • Investors Portfolio Services sold 5 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $1.35K.
  • Investors Portfolio Services first reported a position in Arthur J. Gallagher & Co in Q4 2025 and held it in 1 quarter.
  • Investors Portfolio Services's Arthur J. Gallagher & Co position peaked at $1.35K in Q4 2025.
  • 1,246 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Investors Portfolio Services's 13F filing for Q1 2026, filed 14 May 2026.