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Mark Sheptoff Financial Planning’s Arthur J. Gallagher & Co AJG Stock Holding History

Mark Sheptoff Financial Planning’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 		$103K Hold
500
– – 0.05% 133
2025
Q4 		$129K Sell
500
-7
-1% -$1.85K 0.06% 127
2025
Q3 		$157K Buy
507
+175
+53% +$52.8K 0.08% 111
2025
Q2 		$106K Buy
332
+7
+2% +$2.31K 0.06% 122
2025
Q1 		$112K Buy
325
+125
+63% +$39.5K 0.06% 111
2024
Q4 		$56.8K Buy
200
+100
+100% +$29.1K 0.03% 166
2024
Q3 		$28.1K Hold
100
– – 0.02% 217
2024
Q2 		$25.9K Buy
+100
New +$24.8K 0.01% 237
2019
Q3 		– Sell
-874
Closed -$77K – 355
2019
Q2 		$77K Buy
874
+300
+52% +$25K 0.05% 130
2019
Q1 		$45K Buy
574
+500
+676% +$38.5K 0.03% 156
2018
Q4 		$5K Hold
74
– – ﹤0.01% 279
2018
Q3 		$6K Hold
74
– – ﹤0.01% 315
2018
Q2 		$5K Hold
74
– – ﹤0.01% 316
2018
Q1 		$5K Hold
74
– – ﹤0.01% 326
2017
Q4 		$5K Hold
74
– – ﹤0.01% 321
2017
Q3 		$5K Hold
74
– – ﹤0.01% 318
2017
Q2 		$4K Sell
74
-1
-1% -$57 ﹤0.01% 312
2017
Q1 		$4K Buy
75
+1
+1% +$55 ﹤0.01% 314
2016
Q4 		$4K Hold
74
– – ﹤0.01% 301
2016
Q3 		$4K Hold
74
– – ﹤0.01% 299
2016
Q2 		$4K Buy
+74
New +$3.43K ﹤0.01% 290

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

Mark Sheptoff Financial Planning's AJG Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Arthur J. Gallagher & Co (AJG) position steady in Q1 2026 at 500 shares worth $103K. The position accounts for 0.05% of the portfolio, ranked #133.

Mark Sheptoff Financial Planning first reported a position in AJG in Q2 2016 and has held it in 21 quarters since. The position peaked at $157K in Q3 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Mark Sheptoff Financial Planning held 500 shares of Arthur J. Gallagher & Co worth $103K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Arthur J. Gallagher & Co share count unchanged in Q1 2026.
  • Arthur J. Gallagher & Co made up 0.05% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #133 holding.
  • Mark Sheptoff Financial Planning first reported a position in Arthur J. Gallagher & Co in Q2 2016 and has held it in 21 quarters since.
  • Mark Sheptoff Financial Planning's Arthur J. Gallagher & Co position peaked at $157K in Q3 2025.
  • 1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.