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Lifestyle Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Lifestyle Asset Management’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
-1,189
Closed -$308K – 135
2025
Q4 		$308K Buy
1,189
+23
+2% +$6.09K 0.1% 113
2025
Q3 		$361K Buy
1,166
+93
+9% +$28K 0.12% 100
2025
Q2 		$344K Buy
1,073
+47
+5% +$15.5K 0.16% 92
2025
Q1 		$354K Buy
+1,026
New +$324K 0.19% 67

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

Lifestyle Asset Management's AJG Position: Q1 2026 in Review

Lifestyle Asset Management sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 1,189 shares — an estimated $308K sold.

Lifestyle Asset Management first reported a position in AJG in Q1 2025 and held it in 4 quarters. The position peaked at $361K in Q3 2025. 1,246 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Lifestyle Asset Management reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • Lifestyle Asset Management sold 1,189 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $308K.
  • Lifestyle Asset Management first reported a position in Arthur J. Gallagher & Co in Q1 2025 and held it in 4 quarters.
  • Lifestyle Asset Management's Arthur J. Gallagher & Co position peaked at $361K in Q3 2025.
  • 1,246 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Lifestyle Asset Management's 13F filing for Q1 2026, filed 10 Apr 2026.