Lebenthal Global Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Lebenthal Global Advisors’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	-4,256	Closed	-$1.1M	–	195
2025 Q4	$1.1M	Buy	4,256 +245	+6%	+$64.9K	0.17%	89
2025 Q3	$1.24M	Buy	4,011 +231	+6%	+$69.6K	0.22%	76
2025 Q2	$1.21M	Sell	3,780 -112	-3%	-$36.9K	0.23%	72
2025 Q1	$1.34M	Sell	3,892 -207	-5%	-$65.4K	0.25%	51
2024 Q4	$1.16M	Buy	4,099 +483	+13%	+$141K	0.21%	73
2024 Q3	$1.02M	Sell	3,616 -7	-0.2%	-$1.97K	0.21%	76
2024 Q2	$940K	Buy	3,623 +240	+7%	+$59.5K	0.21%	70
2024 Q1	$846K	Buy	3,383 +91	+3%	+$21.9K	0.19%	68
2023 Q4	$740K	Buy	+3,292	New	+$780K	0.17%	71

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

Lebenthal Global Advisors's AJG Position: Q1 2026 in Review

Lebenthal Global Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 4,256 shares — an estimated $1.1M sold.

Lebenthal Global Advisors first reported a position in AJG in Q4 2023 and held it in 9 quarters. The position peaked at $1.34M in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Lebenthal Global Advisors reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
Lebenthal Global Advisors sold 4,256 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $1.1M.
Lebenthal Global Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2023 and held it in 9 quarters.
Lebenthal Global Advisors's Arthur J. Gallagher & Co position peaked at $1.34M in Q1 2025.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.