KAS
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Kestra Advisory Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Kestra Advisory Services’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 		$8.95M Buy
41,317
+25,415
+160% +$5.87M 0.03% 503
2025
Q4 		$4.12M Buy
15,902
+1,801
+13% +$477K 0.02% 852
2025
Q3 		$4.37M Sell
14,101
-30,912
-69% -$9.32M 0.02% 759
2025
Q2 		$14.4M Buy
45,013
+32,043
+247% +$10.6M 0.07% 282
2025
Q1 		$4.48M Sell
12,970
-33,082
-72% -$10.4M 0.02% 621
2024
Q4 		$13.1M Buy
46,052
+33,549
+268% +$9.76M 0.07% 283
2024
Q3 		$3.52M Sell
12,503
-37,190
-75% -$10.5M 0.02% 709
2024
Q2 		$4.2M Buy
49,693
+2,603
+6% +$646K 0.02% 656
2024
Q1 		$11.8M Buy
47,090
+31,997
+212% +$7.69M 0.08% 270
2023
Q4 		$3.39M Buy
15,093
+3,556
+31% +$842K 0.03% 591
2023
Q3 		$2.63M Buy
11,537
+479
+4% +$107K 0.03% 600
2023
Q2 		$2.43M Buy
11,058
+1,676
+18% +$349K 0.02% 607
2023
Q1 		$1.79M Sell
9,382
-7,431
-44% -$1.41M 0.02% 692
2022
Q4 		$3.17M Buy
16,813
+6,106
+57% +$1.14M 0.03% 572
2022
Q3 		$1.83M Sell
10,707
-42
-0.4% -$7.46K 0.02% 704
2022
Q2 		$1.75M Buy
10,749
+871
+9% +$145K 0.02% 732
2022
Q1 		$1.73M Sell
9,878
-1,637
-14% -$261K 0.02% 725
2021
Q4 		$1.95M Sell
11,515
-243
-2% -$39.7K 0.02% 688
2021
Q3 		$1.75M Sell
11,758
-403
-3% -$57.7K 0.02% 771
2021
Q2 		$1.7M Buy
12,161
+506
+4% +$71.5K 0.02% 708
2021
Q1 		$1.45M Sell
11,655
-21,451
-65% -$2.59M 0.02% 713
2020
Q4 		$4.03M Buy
33,106
+33,056
+66,112% +$3.76M 0.05% 391
2020
Q3 		$315K Buy
+50
New +$5.19K 0.01% 1091

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

Kestra Advisory Services's AJG Position: Q1 2026 in Review

Kestra Advisory Services increased its Arthur J. Gallagher & Co (AJG) stake by 160% in Q1 2026, buying an estimated $5.87M and bringing the position to 41,317 shares worth $8.95M. The position accounts for 0.03% of the portfolio, ranked #503.

Kestra Advisory Services first reported a position in AJG in Q3 2020 and has held it in 23 quarters since. The position peaked at $14.4M in Q2 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Kestra Advisory Services held 41,317 shares of Arthur J. Gallagher & Co worth $8.95M as of Q1 2026.
  • Kestra Advisory Services bought 25,415 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $5.87M.
  • Arthur J. Gallagher & Co made up 0.03% of Kestra Advisory Services's portfolio in Q1 2026, its #503 holding.
  • Kestra Advisory Services first reported a position in Arthur J. Gallagher & Co in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Arthur J. Gallagher & Co position peaked at $14.4M in Q2 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.