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

Merited Wealth’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	-6	Closed	-$1.55K	–	87
2025 Q4	$1.55K	Buy	+6	New	+$1.59K	﹤0.01%	272

Other funds holding AJG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Merited Wealth's AJG Position: Q1 2026 in Review

Merited Wealth sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 6 shares — an estimated $1.55K sold.

Merited Wealth first reported a position in AJG in Q4 2025 and held it in 1 quarter. The position peaked at $1.55K in Q4 2025. 1,246 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Merited Wealth reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
Merited Wealth sold 6 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $1.55K.
Merited Wealth first reported a position in Arthur J. Gallagher & Co in Q4 2025 and held it in 1 quarter.
Merited Wealth's Arthur J. Gallagher & Co position peaked at $1.55K in Q4 2025.
1,246 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

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