Jacobi Capital Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Jacobi Capital 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	$586K	Buy	2,704 +963	+55%	+$222K	0.03%	381
2025 Q4	$450K	Buy	1,741 +790	+83%	+$209K	0.03%	435
2025 Q3	$295K	Buy	951 +91	+11%	+$27.4K	0.02%	519
2025 Q2	$275K	Buy	860 +157	+22%	+$51.8K	0.02%	521
2025 Q1	$243K	Buy	+703	New	+$222K	0.02%	521
2024 Q4	–	Sell	-1,038	Closed	-$292K	–	567
2024 Q3	$292K	Sell	1,038 -81	-7%	-$22.8K	0.02%	462
2024 Q2	$290K	Buy	1,119 +1	+0.1%	+$248	0.03%	421
2024 Q1	$279K	Buy	1,118 +171	+18%	+$41.1K	0.03%	410
2023 Q4	$213K	Sell	947 -287	-23%	-$68K	0.02%	442
2023 Q3	$281K	Buy	+1,234	New	+$276K	0.03%	360
2016 Q4	–	Sell	-750	Closed	-$38K	–	608
2016 Q3	$38K	Hold	750	–	–	0.02%	280
2016 Q2	$36K	Buy	+750	New	+$34.8K	0.02%	267

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

Jacobi Capital Management's AJG Position: Q1 2026 in Review

Jacobi Capital Management increased its Arthur J. Gallagher & Co (AJG) stake by 55% in Q1 2026, buying an estimated $222K and bringing the position to 2,704 shares worth $586K. The position accounts for 0.03% of the portfolio, ranked #381.

Jacobi Capital Management first reported a position in AJG in Q2 2016 and has held it in 12 quarters since. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Jacobi Capital Management held 2,704 shares of Arthur J. Gallagher & Co worth $586K as of Q1 2026.
Jacobi Capital Management bought 963 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $222K.
Arthur J. Gallagher & Co made up 0.03% of Jacobi Capital Management's portfolio in Q1 2026, its #381 holding.
Jacobi Capital Management first reported a position in Arthur J. Gallagher & Co in Q2 2016 and has held it in 12 quarters since.
1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.