Kovitz Investment Group Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Kovitz Investment Group Partners’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	$939K	Sell	4,336 -16	-0.4%	-$3.7K	0.02%	328
2025 Q4	$1.13M	Sell	4,352 -440,744	-99%	-$117M	0.02%	303
2025 Q3	$138M	Buy	445,096 +4,557	+1%	+$1.37M	0.54%	41
2025 Q2	$141M	Sell	440,539 -47,929	-10%	-$15.8M	0.6%	39
2025 Q1	$169M	Sell	488,468 -9,009	-2%	-$2.85M	0.85%	29
2024 Q4	$141M	Buy	497,477 +485,855	+4,180%	+$141M	0.69%	37
2024 Q3	$279K	Buy	+11,622	New	+$3.28M	﹤0.01%	890

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

Kovitz Investment Group Partners's AJG Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Arthur J. Gallagher & Co (AJG) stake by 0.37% in Q1 2026, selling an estimated $3.7K and leaving 4,336 shares worth $939K. The position accounts for 0.02% of the portfolio, ranked #328.

Kovitz Investment Group Partners first reported a position in AJG in Q3 2024 and has held it in 7 quarters since. The position peaked at $169M in Q1 2025. 1,244 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Kovitz Investment Group Partners held 4,336 shares of Arthur J. Gallagher & Co worth $939K as of Q1 2026.
Kovitz Investment Group Partners sold 16 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $3.7K.
Arthur J. Gallagher & Co made up 0.02% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #328 holding.
Kovitz Investment Group Partners first reported a position in Arthur J. Gallagher & Co in Q3 2024 and has held it in 7 quarters since.
Kovitz Investment Group Partners's Arthur J. Gallagher & Co position peaked at $169M in Q1 2025.
1,244 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.