K.J. Harrison & Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

K.J. Harrison & Partners’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	–	Sell	-1,004	Closed	-$260K	–	230
2025 Q4	$260K	Buy	+1,004	New	+$266K	0.03%	209
2025 Q3	–	Sell	-5,104	Closed	-$1.63M	–	208
2025 Q2	$1.63M	Buy	5,104 +4	+0.1%	+$1.32K	0.27%	99
2025 Q1	$1.76M	Hold	5,100	–	–	0.34%	83
2024 Q4	$1.41M	Hold	5,100	–	–	0.22%	109
2024 Q3	$1.48M	Sell	5,100 -2,500	-33%	-$705K	0.22%	109
2024 Q2	$1.97M	Hold	7,600	–	–	0.32%	79
2024 Q1	$1.9M	Buy	7,600 +300	+4%	+$72.1K	0.29%	88
2023 Q4	$1.64M	Buy	+7,300	New	+$1.73M	0.28%	96
2023 Q3	–	Sell	-8,100	Closed	-$1.77M	–	124
2023 Q2	$1.77M	Buy	8,100 +3,000	+59%	+$624K	0.32%	89
2023 Q1	$976K	Buy	5,100 +2,100	+70%	+$398K	0.2%	126
2022 Q4	$766K	Buy	+3,000	New	+$561K	0.15%	134
2021 Q1	–	Sell	-13,500	Closed	-$1.67M	–	342
2020 Q4	$1.67M	Hold	13,500	–	–	0.27%	114
2020 Q3	$1.43M	Hold	13,500	–	–	0.29%	111
2020 Q2	$1.32M	Hold	13,500	–	–	0.36%	87
2020 Q1	$1.1M	Buy	13,500 +3,500	+35%	+$335K	0.61%	49
2019 Q4	$952K	Hold	10,000	–	–	0.24%	106
2019 Q3	$896K	Buy	+10,000	New	+$899K	0.25%	97

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

K.J. Harrison & Partners's AJG Position: Q1 2026 in Review

K.J. Harrison & Partners sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 1,004 shares — an estimated $260K sold.

K.J. Harrison & Partners first reported a position in AJG in Q3 2019 and held it in 17 quarters. The position peaked at $1.97M in Q2 2024. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

K.J. Harrison & Partners reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
K.J. Harrison & Partners sold 1,004 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $260K.
K.J. Harrison & Partners first reported a position in Arthur J. Gallagher & Co in Q3 2019 and held it in 17 quarters.
K.J. Harrison & Partners's Arthur J. Gallagher & Co position peaked at $1.97M in Q2 2024.
1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on K.J. Harrison & Partners's 13F filing for Q1 2026, filed 28 Apr 2026.