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

Legacy Financial 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
-821
Closed -$212K – 406
2025
Q4 		$212K Sell
821
-250
-23% -$66.2K 0.03% 378
2025
Q3 		$332K Sell
1,071
-135
-11% -$40.7K 0.05% 303
2025
Q2 		$386K Buy
1,206
+52
+5% +$17.1K 0.06% 233
2025
Q1 		$398K Buy
1,154
+160
+16% +$50.5K 0.07% 237
2024
Q4 		$282K Buy
994
+21
+2% +$6.11K 0.05% 280
2024
Q3 		$274K Buy
973
+63
+7% +$17.8K 0.05% 289
2024
Q2 		$236K Buy
910
+93
+11% +$23.1K 0.04% 298
2024
Q1 		$204K Buy
+817
New +$196K 0.04% 307
2023
Q4 		– Sell
-916
Closed -$209K – 300
2023
Q3 		$209K Buy
+916
New +$205K 0.04% 248
2019
Q2 		– Sell
-54
Closed -$4K – 143
2019
Q1 		$4K Buy
54
+33
+157% +$2.54K ﹤0.01% 796
2018
Q4 		$2K Sell
21
-69
-77% -$5.15K ﹤0.01% 829
2018
Q3 		$6K Buy
90
+81
+900% +$5.81K ﹤0.01% 634
2018
Q2 		$1K Buy
+9
New +$609 ﹤0.01% 847

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Financial Advisors's AJG Position: Q1 2026 in Review

Legacy Financial Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 821 shares — an estimated $212K sold.

Legacy Financial Advisors first reported a position in AJG in Q2 2018 and held it in 13 quarters. The position peaked at $398K in Q1 2025. 1,246 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Legacy Financial Advisors reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • Legacy Financial Advisors sold 821 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $212K.
  • Legacy Financial Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2018 and held it in 13 quarters.
  • Legacy Financial Advisors's Arthur J. Gallagher & Co position peaked at $398K in Q1 2025.
  • 1,246 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.