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JPL Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

JPL Wealth 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 		$74.1K Buy
+342
New +$79K 0.02% 189
2025
Q4 		– Sell
-318
Closed -$98.5K – 148
2025
Q3 		$98.5K Buy
+318
New +$95.9K 0.02% 172

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

JPL Wealth Management's AJG Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Arthur J. Gallagher & Co (AJG) in Q1 2026: 342 shares worth $74.1K. The stake represents 0.02% of the portfolio and ranks #189 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in AJG as recently as Q3 2025.

JPL Wealth Management first reported a position in AJG in Q3 2025 and has held it in 2 quarters since. The position peaked at $98.5K in Q3 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • JPL Wealth Management held 342 shares of Arthur J. Gallagher & Co worth $74.1K as of Q1 2026.
  • Arthur J. Gallagher & Co was a new JPL Wealth Management position in Q1 2026.
  • Arthur J. Gallagher & Co made up 0.02% of JPL Wealth Management's portfolio in Q1 2026, its #189 holding.
  • JPL Wealth Management first reported a position in Arthur J. Gallagher & Co in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Arthur J. Gallagher & Co position peaked at $98.5K in Q3 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.