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McKinley Carter Wealth Services’s Arthur J. Gallagher & Co AJG Stock Holding History

McKinley Carter Wealth Services’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 		$6.23M Sell
28,764
-3,571
-11% -$825K 0.36% 70
2025
Q4 		$8.37M Sell
32,335
-42
-0.1% -$11.1K 0.47% 53
2025
Q3 		$10M Sell
32,377
-42
-0.1% -$12.7K 0.53% 44
2025
Q2 		$10.4M Buy
32,419
+1,455
+5% +$480K 0.58% 43
2025
Q1 		$10.7M Sell
30,964
-277
-0.9% -$87.5K 0.66% 34
2024
Q4 		$8.87M Buy
31,241
+452
+1% +$132K 0.54% 43
2024
Q3 		$8.66M Sell
30,789
-8
-0% -$2.26K 0.52% 44
2024
Q2 		$7.99M Buy
30,797
+459
+2% +$114K 0.51% 47
2024
Q1 		$7.59M Buy
30,338
+1,485
+5% +$357K 0.51% 49
2023
Q4 		$6.49M Buy
28,853
+3,967
+16% +$940K 0.47% 53
2023
Q3 		$5.67M Sell
24,886
-87
-0.3% -$19.5K 0.45% 48
2023
Q2 		$5.48M Buy
24,973
+103
+0.4% +$21.4K 0.41% 53
2023
Q1 		$4.76M Buy
24,870
+499
+2% +$94.7K 0.37% 57
2022
Q4 		$4.59M Buy
24,371
+3,423
+16% +$640K 0.39% 56
2022
Q3 		$3.59M Buy
+20,948
New +$3.72M 0.33% 64
2018
Q2 		– Sell
-1,050
Closed -$72K – 163
2018
Q1 		$72K Buy
+1,050
New +$70.8K 0.02% 230

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

McKinley Carter Wealth Services's AJG Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its Arthur J. Gallagher & Co (AJG) stake by 11% in Q1 2026, selling an estimated $825K and leaving 28,764 shares worth $6.23M. The position accounts for 0.36% of the portfolio, ranked #70.

McKinley Carter Wealth Services first reported a position in AJG in Q1 2018 and has held it in 16 quarters since. The position peaked at $10.7M in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • McKinley Carter Wealth Services held 28,764 shares of Arthur J. Gallagher & Co worth $6.23M as of Q1 2026.
  • McKinley Carter Wealth Services sold 3,571 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $825K.
  • Arthur J. Gallagher & Co made up 0.36% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #70 holding.
  • McKinley Carter Wealth Services first reported a position in Arthur J. Gallagher & Co in Q1 2018 and has held it in 16 quarters since.
  • McKinley Carter Wealth Services's Arthur J. Gallagher & Co position peaked at $10.7M in Q1 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.