Laurel Wealth Advisors (North Carolina)’s Arthur J. Gallagher & Co AJG Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-438	Closed	-$113K	–	206
2025 Q4	$113K	Buy	+438	New	+$116K	0.02%	238
2025 Q2	–	Sell	-438	Closed	-$151K	–	203
2025 Q1	$151K	Hold	438	–	–	0.02%	195
2024 Q4	$124K	Sell	438 -3	-0.7%	-$873	0.02%	212
2024 Q3	$124K	Buy	441 +143	+48%	+$40.3K	0.02%	217
2024 Q2	$77.3K	Hold	298	–	–	0.01%	256
2024 Q1	$74.5K	Buy	+298	New	+$71.6K	0.01%	259

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

Laurel Wealth Advisors (North Carolina)'s AJG Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 438 shares — an estimated $113K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in AJG in Q1 2024 and held it in 6 quarters. The position peaked at $151K in Q1 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 438 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $113K.
Laurel Wealth Advisors (North Carolina) first reported a position in Arthur J. Gallagher & Co in Q1 2024 and held it in 6 quarters.
Laurel Wealth Advisors (North Carolina)'s Arthur J. Gallagher & Co position peaked at $151K in Q1 2025.
1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.