Lido Advisors
AJG icon

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

Lido 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
2024
Q2 		– Sell
-300
Closed -$75K – 1415
2024
Q1 		$75K Hold
300
– – ﹤0.01% 1335
2023
Q4 		$67.5K Hold
300
– – ﹤0.01% 1305
2023
Q3 		$68.4K Buy
+300
New +$67.1K ﹤0.01% 1156

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

Lido Advisors's AJG Position: Q1 2026 in Review

Lido Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 68% in Q1 2026, buying an estimated $1.34M and bringing the position to 14,348 shares worth $3.11M. The position accounts for 0.01% of the portfolio, ranked #575.

Lido Advisors first reported a position in AJG in Q3 2022 and has held it in 15 quarters since. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Lido Advisors held 14,348 shares of Arthur J. Gallagher & Co worth $3.11M as of Q1 2026.
  • Lido Advisors bought 5,790 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $1.34M.
  • Arthur J. Gallagher & Co made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #575 holding.
  • Lido Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2022 and has held it in 15 quarters since.
  • 1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.