Lavaca Capital’s Arthur J. Gallagher & Co AJG Stock Holding History

Lavaca Capital’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	$44.4K	Hold	205	–	–	0.01%	176
2025 Q4	$53.1K	Hold	205	–	–	0.01%	167
2025 Q3	$63.5K	Hold	205	–	–	0.01%	148
2025 Q2	$65.6K	Hold	205	–	–	0.02%	148
2025 Q1	$70.8K	Hold	205	–	–	0.03%	140
2024 Q4	$58.2K	Buy	+205	New	+$59.7K	0.02%	165
2023 Q4	–	Sell	-2,494	Closed	-$568K	–	93
2023 Q3	$568K	Sell	2,494 -200	-7%	-$44.8K	0.19%	92
2023 Q2	$592K	Hold	2,694	–	–	0.17%	97
2023 Q1	$515K	Buy	+2,694	New	+$511K	0.11%	132

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

Lavaca Capital's AJG Position: Q1 2026 in Review

Lavaca Capital held its Arthur J. Gallagher & Co (AJG) position steady in Q1 2026 at 205 shares worth $44.4K. The position accounts for 0.01% of the portfolio, ranked #176.

Lavaca Capital first reported a position in AJG in Q1 2023 and has held it in 9 quarters since. The position peaked at $592K in Q2 2023. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Lavaca Capital held 205 shares of Arthur J. Gallagher & Co worth $44.4K as of Q1 2026.
Lavaca Capital left its Arthur J. Gallagher & Co share count unchanged in Q1 2026.
Arthur J. Gallagher & Co made up 0.01% of Lavaca Capital's portfolio in Q1 2026, its #176 holding.
Lavaca Capital first reported a position in Arthur J. Gallagher & Co in Q1 2023 and has held it in 9 quarters since.
Lavaca Capital's Arthur J. Gallagher & Co position peaked at $592K in Q2 2023.
1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.