MFG
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Menard Financial Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Menard Financial Group’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 		– Sell
-4,148
Closed -$1.07M – 83
2025
Q4 		$1.07M Buy
4,148
+58
+1% +$15.4K 0.74% 33
2025
Q3 		$1.27M Buy
4,090
+351
+9% +$106K 0.85% 31
2025
Q2 		$1.2M Sell
3,739
-73
-2% -$24.1K 0.71% 30
2025
Q1 		$1.29M Buy
3,812
+32
+0.8% +$10.1K 0.85% 27
2024
Q4 		$1.07M Buy
3,780
+13
+0.3% +$3.78K 0.64% 33
2024
Q3 		$1.06M Buy
3,767
+24
+0.6% +$6.77K 0.7% 31
2024
Q2 		$971K Buy
3,743
+61
+2% +$15.1K 0.69% 30
2024
Q1 		$921K Buy
3,682
+1,015
+38% +$244K 0.77% 29
2023
Q4 		$600K Buy
2,667
+896
+51% +$212K 0.74% 34
2023
Q3 		$404K Sell
1,771
-58
-3% -$13K 0.58% 41
2023
Q2 		$402K Hold
1,829
– – 0.83% 26
2023
Q1 		$350K Hold
1,829
– – 0.81% 34
2022
Q4 		$345K Hold
1,829
– – 0.82% 34
2022
Q3 		$313K Hold
1,829
– – 0.57% 56
2022
Q2 		$298K Hold
1,829
– – 0.49% 61
2022
Q1 		$319K Hold
1,829
– – 0.31% 98
2021
Q4 		$310K Hold
1,829
– – 0.25% 110
2021
Q3 		$272K Sell
1,829
-14
-0.8% -$2K 0.24% 124
2021
Q2 		$258K Buy
1,843
+6
+0.3% +$848 0.24% 123
2021
Q1 		$229K Sell
1,837
-477
-21% -$57.6K 0.25% 128
2020
Q4 		$286K Sell
2,314
-295
-11% -$33.6K 0.31% 101
2020
Q3 		$275K Sell
2,609
-102
-4% -$10.6K 0.32% 93
2020
Q2 		$264K Buy
+2,711
New +$240K 0.33% 77
2020
Q1 		– Sell
-6,261
Closed -$596K – 28
2019
Q4 		$596K Buy
+6,261
New +$573K 0.57% 58

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Menard Financial Group's AJG Position: Q1 2026 in Review

Menard Financial Group sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 4,148 shares — an estimated $1.07M sold.

Menard Financial Group first reported a position in AJG in Q4 2019 and held it in 24 quarters. The position peaked at $1.29M in Q1 2025. 1,246 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Menard Financial Group reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • Menard Financial Group sold 4,148 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $1.07M.
  • Menard Financial Group first reported a position in Arthur J. Gallagher & Co in Q4 2019 and held it in 24 quarters.
  • Menard Financial Group's Arthur J. Gallagher & Co position peaked at $1.29M in Q1 2025.
  • 1,246 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Menard Financial Group's 13F filing for Q1 2026, filed 14 May 2026.