MWA
AJG icon

Medallion Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Medallion Wealth Advisors’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 		$66.5K Buy
307
+40
+15% +$9.24K 0.02% 422
2025
Q4 		$69.1K Buy
267
+104
+64% +$27.5K 0.02% 418
2025
Q3 		$50.5K Buy
+163
New +$49.1K 0.02% 467

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

Medallion Wealth Advisors's AJG Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 15% in Q1 2026, buying an estimated $9.24K and bringing the position to 307 shares worth $66.5K. The position accounts for 0.02% of the portfolio, ranked #422.

Medallion Wealth Advisors first reported a position in AJG in Q3 2025 and has held it in 3 quarters since. The position peaked at $69.1K in Q4 2025. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Medallion Wealth Advisors held 307 shares of Arthur J. Gallagher & Co worth $66.5K as of Q1 2026.
  • Medallion Wealth Advisors bought 40 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $9.24K.
  • Arthur J. Gallagher & Co made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #422 holding.
  • Medallion Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2025 and has held it in 3 quarters since.
  • Medallion Wealth Advisors's Arthur J. Gallagher & Co position peaked at $69.1K in Q4 2025.
  • 1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.