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Kestra Private Wealth Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Kestra Private Wealth 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 		$1.73M Buy
7,971
+5,710
+253% +$1.32M 0.02% 603
2025
Q4 		$585K Sell
2,261
-569
-20% -$151K 0.01% 1079
2025
Q3 		$877K Buy
2,830
+288
+11% +$86.8K 0.01% 840
2025
Q2 		$814K Sell
2,542
-70
-3% -$23.1K 0.01% 823
2025
Q1 		$902K Sell
2,612
-175
-6% -$55.3K 0.02% 718
2024
Q4 		$791K Buy
2,787
+417
+18% +$121K 0.01% 739
2024
Q3 		$667K Sell
2,370
-1,573
-40% -$444K 0.01% 764
2024
Q2 		$1.02M Sell
3,943
-704
-15% -$175K 0.02% 567
2024
Q1 		$1.16M Sell
4,647
-280
-6% -$67.3K 0.03% 515
2023
Q4 		$1.11M Buy
4,927
+2,251
+84% +$533K 0.03% 498
2023
Q3 		$610K Sell
2,676
-306
-10% -$68.5K 0.02% 603
2023
Q2 		$655K Buy
2,982
+1,468
+97% +$305K 0.02% 549
2023
Q1 		$290K Buy
1,514
+223
+17% +$42.3K 0.01% 791
2022
Q4 		$243K Sell
1,291
-580
-31% -$108K 0.01% 730
2022
Q3 		$320K Buy
1,871
+41
+2% +$7.28K 0.02% 627
2022
Q2 		$298K Buy
1,830
+177
+11% +$29.4K 0.02% 661
2022
Q1 		$289K Sell
1,653
-346
-17% -$55.2K 0.01% 759
2021
Q4 		$339K Sell
1,999
-542
-21% -$88.6K 0.02% 722
2021
Q3 		$378K Sell
2,541
-113
-4% -$16.2K 0.02% 623
2021
Q2 		$372K Sell
2,654
-937
-26% -$132K 0.02% 596
2021
Q1 		$448K Buy
3,591
+652
+22% +$78.7K 0.03% 479
2020
Q4 		$358K Buy
2,939
+543
+23% +$61.8K 0.03% 523
2020
Q3 		$253K Buy
+2,396
New +$249K 0.02% 534

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 Private Wealth Services's AJG Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Arthur J. Gallagher & Co (AJG) stake by 253% in Q1 2026, buying an estimated $1.32M and bringing the position to 7,971 shares worth $1.73M. The position accounts for 0.02% of the portfolio, ranked #603.

Kestra Private Wealth Services first reported a position in AJG in Q3 2020 and has held it in 23 quarters since. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Kestra Private Wealth Services held 7,971 shares of Arthur J. Gallagher & Co worth $1.73M as of Q1 2026.
  • Kestra Private Wealth Services bought 5,710 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $1.32M.
  • Arthur J. Gallagher & Co made up 0.02% of Kestra Private Wealth Services's portfolio in Q1 2026, its #603 holding.
  • Kestra Private Wealth Services first reported a position in Arthur J. Gallagher & Co in Q3 2020 and has held it in 23 quarters since.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.