LJAC
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L.J. Altfest & Co’s Arthur J. Gallagher & Co AJG Stock Holding History

L.J. Altfest & Co’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 		– Sell
-4,816
Closed -$1.25M – 328
2025
Q4 		$1.25M Buy
4,816
+3,951
+457% +$1.05M 0.14% 118
2025
Q3 		$268K Buy
865
+150
+21% +$45.2K 0.03% 300
2025
Q2 		$229K Sell
715
-65
-8% -$21.4K 0.03% 307
2025
Q1 		$269K Sell
780
-17
-2% -$5.37K 0.03% 285
2024
Q4 		$226K Buy
797
+24
+3% +$6.98K 0.03% 296
2024
Q3 		$218K Sell
773
-39
-5% -$11K 0.03% 310
2024
Q2 		$211K Sell
812
-61
-7% -$15.1K 0.03% 299
2024
Q1 		$218K Buy
+873
New +$210K 0.03% 294
2023
Q4 		– Sell
-927
Closed -$211K – 304
2023
Q3 		$211K Sell
927
-310
-25% -$69.4K 0.03% 277
2023
Q2 		$272K Sell
1,237
-157
-11% -$32.7K 0.04% 255
2023
Q1 		$267K Sell
1,394
-8
-0.6% -$1.52K 0.04% 237
2022
Q4 		$264K Sell
1,402
-34
-2% -$6.36K 0.04% 224
2022
Q3 		$246K Hold
1,436
– – 0.05% 232
2022
Q2 		$234K Sell
1,436
-11
-0.8% -$1.83K 0.04% 226
2022
Q1 		$253K Buy
1,447
+159
+12% +$25.3K 0.05% 223
2021
Q4 		$219K Buy
+1,288
New +$210K 0.04% 228
2020
Q1 		– Sell
-2,795
Closed -$266K – 201
2019
Q4 		$266K Hold
2,795
– – 0.07% 162
2019
Q3 		$250K Sell
2,795
-16
-0.6% -$1.44K 0.06% 157
2019
Q2 		$246K Hold
2,811
– – 0.07% 160
2019
Q1 		$220K Sell
2,811
-98
-3% -$7.55K 0.05% 172
2018
Q4 		$214K Buy
+2,909
New +$217K 0.06% 139
2017
Q2 		– Sell
-5,171
Closed -$292K – 142
2017
Q1 		$292K Buy
+5,171
New +$285K 0.12% 111

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

L.J. Altfest & Co's AJG Position: Q1 2026 in Review

L.J. Altfest & Co sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 4,816 shares — an estimated $1.25M sold.

L.J. Altfest & Co first reported a position in AJG in Q1 2017 and held it in 22 quarters. The position peaked at $1.25M in Q4 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • L.J. Altfest & Co reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • L.J. Altfest & Co sold 4,816 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $1.25M.
  • L.J. Altfest & Co first reported a position in Arthur J. Gallagher & Co in Q1 2017 and held it in 22 quarters.
  • L.J. Altfest & Co's Arthur J. Gallagher & Co position peaked at $1.25M in Q4 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.