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Midwest Trust’s Arthur J. Gallagher & Co AJG Stock Holding History

Midwest Trust’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 		$653K Sell
3,017
-46
-2% -$10.6K 0.01% 391
2025
Q4 		$793K Sell
3,063
-34
-1% -$9K 0.01% 359
2025
Q3 		$959K Buy
3,097
+156
+5% +$47K 0.01% 351
2025
Q2 		$941K Buy
+2,941
New +$969K 0.01% 349

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

Midwest Trust's AJG Position: Q1 2026 in Review

Midwest Trust reduced its Arthur J. Gallagher & Co (AJG) stake by 1.5% in Q1 2026, selling an estimated $10.6K and leaving 3,017 shares worth $653K. The position accounts for 0.01% of the portfolio, ranked #391.

Midwest Trust first reported a position in AJG in Q2 2025 and has held it in 4 quarters since. The position peaked at $959K in Q3 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Midwest Trust held 3,017 shares of Arthur J. Gallagher & Co worth $653K as of Q1 2026.
  • Midwest Trust sold 46 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $10.6K.
  • Arthur J. Gallagher & Co made up 0.01% of Midwest Trust's portfolio in Q1 2026, its #391 holding.
  • Midwest Trust first reported a position in Arthur J. Gallagher & Co in Q2 2025 and has held it in 4 quarters since.
  • Midwest Trust's Arthur J. Gallagher & Co position peaked at $959K in Q3 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.