Legacy Bridge’s Arthur J. Gallagher & Co AJG Stock Holding History

Legacy Bridge’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	-19	Closed	-$4.92K	–	330
2025 Q4	$4.92K	Buy	+19	New	+$5.03K	﹤0.01%	356

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

Legacy Bridge's AJG Position: Q1 2026 in Review

Legacy Bridge sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 19 shares — an estimated $4.92K sold.

Legacy Bridge first reported a position in AJG in Q4 2025 and held it in 1 quarter. The position peaked at $4.92K in Q4 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Legacy Bridge reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
Legacy Bridge sold 19 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $4.92K.
Legacy Bridge first reported a position in Arthur J. Gallagher & Co in Q4 2025 and held it in 1 quarter.
Legacy Bridge's Arthur J. Gallagher & Co position peaked at $4.92K in Q4 2025.
1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.