JFG
AJG icon

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
2025
Q4 		– Sell
-1,000
Closed -$310K – 1833
2025
Q3 		$310K Buy
+1,000
New +$301K ﹤0.01% 1199

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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.