J. Safra Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History

J. Safra Asset Management’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	$28.4K	Sell	131 -3,100	-96%	-$716K	﹤0.01%	288
2025 Q4	$836K	Buy	3,231 +3,117	+2,734%	+$825K	0.04%	118
2025 Q3	$35.3K	Buy	114 +12	+12%	+$3.62K	﹤0.01%	223
2025 Q2	$32.7K	Buy	102 +69	+209%	+$22.7K	﹤0.01%	226
2025 Q1	$11.4K	Sell	33 -15	-31%	-$4.74K	﹤0.01%	287
2024 Q4	$13.7K	Buy	+48	New	+$14K	﹤0.01%	274
2024 Q1	–	Sell	-11	Closed	-$2.47K	–	169
2023 Q4	$2.47K	Buy	+11	New	+$2.6K	﹤0.01%	124
2016 Q3	–	Sell	-1,472	Closed	-$70K	–	154
2016 Q2	$70K	Hold	1,472	–	–	0.11%	79
2016 Q1	$65K	Buy	+1,472	New	+$58.8K	0.05%	99

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

J. Safra Asset Management's AJG Position: Q1 2026 in Review

J. Safra Asset Management reduced its Arthur J. Gallagher & Co (AJG) stake by 96% in Q1 2026, selling an estimated $716K and leaving 131 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

J. Safra Asset Management first reported a position in AJG in Q1 2016 and has held it in 9 quarters since. The position peaked at $836K in Q4 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

J. Safra Asset Management held 131 shares of Arthur J. Gallagher & Co worth $28.4K as of Q1 2026.
J. Safra Asset Management sold 3,100 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $716K.
Arthur J. Gallagher & Co made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #288 holding.
J. Safra Asset Management first reported a position in Arthur J. Gallagher & Co in Q1 2016 and has held it in 9 quarters since.
J. Safra Asset Management's Arthur J. Gallagher & Co position peaked at $836K in Q4 2025.
1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.