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

LGT 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
-21
Closed -$5.5K – 254
2025
Q4 		$5.5K Sell
21
-19
-48% -$5.03K 0.03% 204
2025
Q3 		$12.5K Buy
40
+4
+11% +$1.21K 0.03% 220
2025
Q2 		$11.6K Buy
36
+19
+112% +$6.26K 0.03% 197
2025
Q1 		$5.92K Sell
17
-102
-86% -$32.2K 0.02% 208
2024
Q4 		$33.8K Hold
119
– – 0.07% 209
2024
Q3 		$33.5K Sell
119
-221
-65% -$62.3K 0.08% 182
2024
Q2 		$88.2K Buy
340
+319
+1,519% +$79.1K 0.19% 95
2024
Q1 		$5.25K Hold
21
– – 0.01% 620
2023
Q4 		$4.72K Hold
21
– – 0.01% 642
2023
Q3 		$4.79K Sell
21
-4,337
-100% -$971K 0.01% 629
2023
Q2 		$957K Buy
4,358
+2,628
+152% +$547K 1.02% 26
2023
Q1 		$331K Buy
+1,730
New +$328K 0.62% 46

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LGT Financial Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 21 shares — an estimated $5.5K sold.

LGT Financial Advisors first reported a position in AJG in Q1 2023 and held it in 12 quarters. The position peaked at $957K in Q2 2023. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • LGT Financial Advisors reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • LGT Financial Advisors sold 21 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $5.5K.
  • LGT Financial Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2023 and held it in 12 quarters.
  • LGT Financial Advisors's Arthur J. Gallagher & Co position peaked at $957K in Q2 2023.
  • 1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on LGT Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.