KLCM Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

KLCM Advisors’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	$221K	Hold	1,022	–	–	0.02%	244
2025 Q4	$264K	Sell	1,022 -10	-1%	-$2.65K	0.02%	201
2025 Q3	$320K	Buy	1,032 +67	+7%	+$20.2K	0.03%	140
2025 Q2	$309K	Hold	965	–	–	0.03%	138
2025 Q1	$333K	Hold	965	–	–	0.04%	131
2024 Q4	$274K	Hold	965	–	–	0.03%	139
2024 Q3	$272K	Hold	965	–	–	0.03%	136
2024 Q2	$250K	Buy	965 +100	+12%	+$24.8K	0.03%	137
2024 Q1	$216K	Sell	865 -187	-18%	-$45K	0.03%	144
2023 Q4	$237K	Sell	1,052 -6	-0.6%	-$1.42K	0.04%	132
2023 Q3	$241K	Buy	1,058 +6	+0.6%	+$1.34K	0.05%	115
2023 Q2	$231K	Buy	+1,052	New	+$219K	0.05%	117

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

KLCM Advisors's AJG Position: Q1 2026 in Review

KLCM Advisors held its Arthur J. Gallagher & Co (AJG) position steady in Q1 2026 at 1,022 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #244.

KLCM Advisors first reported a position in AJG in Q2 2023 and has held it in 12 quarters since. The position peaked at $333K in Q1 2025. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

KLCM Advisors held 1,022 shares of Arthur J. Gallagher & Co worth $221K as of Q1 2026.
KLCM Advisors left its Arthur J. Gallagher & Co share count unchanged in Q1 2026.
Arthur J. Gallagher & Co made up 0.02% of KLCM Advisors's portfolio in Q1 2026, its #244 holding.
KLCM Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2023 and has held it in 12 quarters since.
KLCM Advisors's Arthur J. Gallagher & Co position peaked at $333K in Q1 2025.
1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.