Knollwood Investment Advisory’s Arthur J. Gallagher & Co AJG Stock Holding History

Knollwood Investment Advisory’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	$1.99M	Hold	9,168	–	–	0.2%	101
2025 Q4	$2.37M	Hold	9,168	–	–	0.22%	95
2025 Q3	$2.84M	Sell	9,168 -32	-0.3%	-$9.65K	0.26%	82
2025 Q2	$2.95M	Hold	9,200	–	–	0.28%	83
2025 Q1	$3.18M	Hold	9,200	–	–	0.35%	64
2024 Q4	$2.61M	Hold	9,200	–	–	0.27%	90
2024 Q3	$2.59M	Hold	9,200	–	–	0.28%	93
2024 Q2	$2.39M	Buy	+9,200	New	+$2.28M	0.27%	89

Other funds holding AJG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Knollwood Investment Advisory's AJG Position: Q1 2026 in Review

Knollwood Investment Advisory held its Arthur J. Gallagher & Co (AJG) position steady in Q1 2026 at 9,168 shares worth $1.99M. The position accounts for 0.2% of the portfolio, ranked #101.

Knollwood Investment Advisory first reported a position in AJG in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.18M in Q1 2025. 1,244 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Knollwood Investment Advisory held 9,168 shares of Arthur J. Gallagher & Co worth $1.99M as of Q1 2026.
Knollwood Investment Advisory left its Arthur J. Gallagher & Co share count unchanged in Q1 2026.
Arthur J. Gallagher & Co made up 0.2% of Knollwood Investment Advisory's portfolio in Q1 2026, its #101 holding.
Knollwood Investment Advisory first reported a position in Arthur J. Gallagher & Co in Q2 2024 and has held it in 8 quarters since.
Knollwood Investment Advisory's Arthur J. Gallagher & Co position peaked at $3.18M in Q1 2025.
1,244 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.