Journey Strategic Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

Journey Strategic Wealth’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	$324K	Buy	1,497 +235	+19%	+$54.3K	0.01%	507
2025 Q4	$327K	Sell	1,262 -289	-19%	-$76.5K	0.01%	475
2025 Q3	$480K	Buy	1,551 +43	+3%	+$13K	0.01%	307
2025 Q2	$483K	Buy	1,508 +166	+12%	+$54.7K	0.02%	300
2025 Q1	$463K	Buy	1,342 +3	+0.2%	+$948	0.02%	237
2024 Q4	$380K	Sell	1,339 -17	-1%	-$4.95K	0.01%	282
2024 Q3	$381K	Buy	1,356 +66	+5%	+$18.6K	0.01%	270
2024 Q2	$334K	Buy	+1,290	New	+$320K	0.01%	224

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

Journey Strategic Wealth's AJG Position: Q1 2026 in Review

Journey Strategic Wealth increased its Arthur J. Gallagher & Co (AJG) stake by 19% in Q1 2026, buying an estimated $54.3K and bringing the position to 1,497 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #507.

Journey Strategic Wealth first reported a position in AJG in Q2 2024 and has held it in 8 quarters since. The position peaked at $483K in Q2 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Journey Strategic Wealth held 1,497 shares of Arthur J. Gallagher & Co worth $324K as of Q1 2026.
Journey Strategic Wealth bought 235 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $54.3K.
Arthur J. Gallagher & Co made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #507 holding.
Journey Strategic Wealth first reported a position in Arthur J. Gallagher & Co in Q2 2024 and has held it in 8 quarters since.
Journey Strategic Wealth's Arthur J. Gallagher & Co position peaked at $483K in Q2 2025.
1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.