Jefferies Financial Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Jefferies Financial 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	$2.1M	Buy	9,707 +5,590	+136%	+$1.29M	0.01%	629
2025 Q4	$1.07M	Sell	4,117 -7,083	-63%	-$1.88M	0.01%	1043
2025 Q3	$3.47M	Buy	11,200 +6,200	+124%	+$1.87M	0.02%	467
2025 Q2	$1.6M	Buy	+5,000	New	+$1.65M	0.01%	584
2025 Q1	–	Sell	-5,770	Closed	-$1.64M	–	1580
2024 Q4	$1.64M	Buy	5,770 +4,764	+474%	+$1.39M	0.01%	738
2024 Q3	$283K	Sell	1,006 -2,360	-70%	-$666K	﹤0.01%	1138
2024 Q2	$873K	Buy	+3,366	New	+$835K	0.01%	797
2024 Q1	–	Sell	-2,899	Closed	-$652K	–	1575
2023 Q4	$652K	Buy	2,899 +1,892	+188%	+$448K	﹤0.01%	1112
2023 Q3	$230K	Buy	+1,007	New	+$225K	﹤0.01%	1303

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

Jefferies Financial Group's AJG Position: Q1 2026 in Review

Jefferies Financial Group increased its Arthur J. Gallagher & Co (AJG) stake by 136% in Q1 2026, buying an estimated $1.29M and bringing the position to 9,707 shares worth $2.1M. The position accounts for 0.01% of the portfolio, ranked #629.

Jefferies Financial Group first reported a position in AJG in Q3 2023 and has held it in 9 quarters since. The position peaked at $3.47M in Q3 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Jefferies Financial Group held 9,707 shares of Arthur J. Gallagher & Co worth $2.1M as of Q1 2026.
Jefferies Financial Group bought 5,590 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $1.29M.
Arthur J. Gallagher & Co made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #629 holding.
Jefferies Financial Group first reported a position in Arthur J. Gallagher & Co in Q3 2023 and has held it in 9 quarters since.
Jefferies Financial Group's Arthur J. Gallagher & Co position peaked at $3.47M in Q3 2025.
1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.