MSWM
AJG icon

Master's Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Master's Wealth 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 		$432K Sell
1,996
-1,121
-36% -$259K 0.15% 44
2025
Q4 		$807K Buy
3,117
+185
+6% +$49K 0.29% 23
2025
Q3 		$908K Buy
2,932
+17
+0.6% +$5.13K 0.39% 15
2025
Q2 		$933K Buy
2,915
+29
+1% +$9.56K 0.44% 14
2025
Q1 		$997K Sell
2,886
-24
-0.8% -$7.58K 0.52% 13
2024
Q4 		$826K Buy
+2,910
New +$847K 0.44% 14

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

Master's Wealth Management's AJG Position: Q1 2026 in Review

Master's Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 36% in Q1 2026, selling an estimated $259K and leaving 1,996 shares worth $432K. The position accounts for 0.15% of the portfolio, ranked #44.

Master's Wealth Management first reported a position in AJG in Q4 2024 and has held it in 6 quarters since. The position peaked at $997K in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Master's Wealth Management held 1,996 shares of Arthur J. Gallagher & Co worth $432K as of Q1 2026.
  • Master's Wealth Management sold 1,121 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $259K.
  • Arthur J. Gallagher & Co made up 0.15% of Master's Wealth Management's portfolio in Q1 2026, its #44 holding.
  • Master's Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 6 quarters since.
  • Master's Wealth Management's Arthur J. Gallagher & Co position peaked at $997K in Q1 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Master's Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.