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

Kingsview 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	$240K	Sell	1,107 -311	-22%	-$71.8K	﹤0.01%	1176
2025 Q4	$367K	Sell	1,418 -29	-2%	-$7.68K	0.01%	958
2025 Q3	$448K	Sell	1,447 -43	-3%	-$13K	0.01%	834
2025 Q2	$477K	Sell	1,490 -389	-21%	-$128K	0.01%	782
2025 Q1	$649K	Buy	1,879 +897	+91%	+$283K	0.01%	649
2024 Q4	$279K	Buy	982 +119	+14%	+$34.6K	0.01%	933
2024 Q3	$243K	Buy	+863	New	+$243K	0.01%	954
2023 Q1	–	Sell	-1,541	Closed	-$291K	–	882
2022 Q4	$291K	Sell	1,541 -12	-0.8%	-$2.24K	0.01%	678
2022 Q3	$266K	Buy	+1,553	New	+$276K	0.01%	671
2020 Q2	–	Sell	-2,706	Closed	-$221K	–	609
2020 Q1	$221K	Buy	+2,706	New	+$259K	0.03%	409

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

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

Kingsview Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 22% in Q1 2026, selling an estimated $71.8K and leaving 1,107 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

Kingsview Wealth Management first reported a position in AJG in Q1 2020 and has held it in 10 quarters since. The position peaked at $649K in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Kingsview Wealth Management held 1,107 shares of Arthur J. Gallagher & Co worth $240K as of Q1 2026.
Kingsview Wealth Management sold 311 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $71.8K.
Arthur J. Gallagher & Co made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1176 holding.
Kingsview Wealth Management first reported a position in Arthur J. Gallagher & Co in Q1 2020 and has held it in 10 quarters since.
Kingsview Wealth Management's Arthur J. Gallagher & Co position peaked at $649K in Q1 2025.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.