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Live Oak Private Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

Live Oak Private Wealth’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 		$486K Sell
2,245
-78
-3% -$18K 0.07% 139
2025
Q4 		$601K Hold
2,323
– – 0.08% 118
2025
Q3 		$720K Sell
2,323
-31
-1% -$9.35K 0.1% 112
2025
Q2 		$754K Buy
2,354
+10
+0.4% +$3.3K 0.11% 113
2025
Q1 		$809K Hold
2,344
– – 0.13% 106
2024
Q4 		$665K Buy
2,344
+129
+6% +$37.5K 0.11% 107
2024
Q3 		$623K Hold
2,215
– – 0.1% 107
2024
Q2 		$574K Hold
2,215
– – 0.1% 108
2024
Q1 		$554K Hold
2,215
– – 0.1% 110
2023
Q4 		$498K Buy
2,215
+200
+10% +$47.4K 0.09% 109
2023
Q3 		$459K Hold
2,015
– – 0.1% 104
2023
Q2 		$442K Hold
2,015
– – 0.09% 108
2023
Q1 		$385K Hold
2,015
– – 0.08% 118
2022
Q4 		$380K Sell
2,015
-385
-16% -$72K 0.08% 122
2022
Q3 		$411K Hold
2,400
– – 0.09% 122
2022
Q2 		$391K Hold
2,400
– – 0.08% 127
2022
Q1 		$419K Hold
2,400
– – 0.08% 127
2021
Q4 		$407K Hold
2,400
– – 0.08% 135
2021
Q3 		$357K Hold
2,400
– – 0.07% 140
2021
Q2 		$336K Hold
2,400
– – 0.07% 133
2021
Q1 		$299K Hold
2,400
– – 0.07% 131
2020
Q4 		$297K Hold
2,400
– – 0.08% 123
2020
Q3 		$253K Sell
2,400
-383
-14% -$39.7K 0.09% 117
2020
Q2 		$271K Sell
2,783
-300
-10% -$26.6K 0.1% 113
2020
Q1 		$251K Buy
+3,083
New +$295K 0.26% 61

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

Live Oak Private Wealth's AJG Position: Q1 2026 in Review

Live Oak Private Wealth reduced its Arthur J. Gallagher & Co (AJG) stake by 3.4% in Q1 2026, selling an estimated $18K and leaving 2,245 shares worth $486K. The position accounts for 0.07% of the portfolio, ranked #139.

Live Oak Private Wealth first reported a position in AJG in Q1 2020 and has held it in 25 quarters since. The position peaked at $809K in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Live Oak Private Wealth held 2,245 shares of Arthur J. Gallagher & Co worth $486K as of Q1 2026.
  • Live Oak Private Wealth sold 78 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $18K.
  • Arthur J. Gallagher & Co made up 0.07% of Live Oak Private Wealth's portfolio in Q1 2026, its #139 holding.
  • Live Oak Private Wealth first reported a position in Arthur J. Gallagher & Co in Q1 2020 and has held it in 25 quarters since.
  • Live Oak Private Wealth's Arthur J. Gallagher & Co position peaked at $809K in Q1 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.