Miller Investment Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Miller Investment Management’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	$362K	Hold	1,672	–	–	0.04%	80
2025 Q4	$433K	Hold	1,672	–	–	0.04%	77
2025 Q3	$518K	Hold	1,672	–	–	0.05%	80
2025 Q2	$535K	Hold	1,672	–	–	0.06%	80
2025 Q1	$577K	Hold	1,672	–	–	0.06%	78
2024 Q4	$475K	Hold	1,672	–	–	0.05%	81
2024 Q3	$470K	Hold	1,672	–	–	0.05%	82
2024 Q2	$434K	Hold	1,672	–	–	0.05%	84
2024 Q1	$418K	Hold	1,672	–	–	0.05%	88
2023 Q4	$376K	Hold	1,672	–	–	0.05%	85
2023 Q3	$381K	Hold	1,672	–	–	0.06%	80
2023 Q2	$367K	Hold	1,672	–	–	0.06%	81
2023 Q1	$320K	Hold	1,672	–	–	0.05%	82
2022 Q4	$315K	Hold	1,672	–	–	0.05%	83
2022 Q3	$286K	Hold	1,672	–	–	0.06%	83
2022 Q2	$273K	Hold	1,672	–	–	0.06%	81
2022 Q1	$292K	Hold	1,672	–	–	0.05%	84
2021 Q4	$284K	Hold	1,672	–	–	0.04%	85
2021 Q3	$249K	Hold	1,672	–	–	0.04%	83
2021 Q2	$234K	Hold	1,672	–	–	0.04%	75
2021 Q1	$209K	Hold	1,672	–	–	0.04%	77
2020 Q4	$207K	Buy	+1,672	New	+$190K	0.04%	75

Other funds holding AJG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Miller Investment Management's AJG Position: Q1 2026 in Review

Miller Investment Management held its Arthur J. Gallagher & Co (AJG) position steady in Q1 2026 at 1,672 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #80.

Miller Investment Management first reported a position in AJG in Q4 2020 and has held it in 22 quarters since. The position peaked at $577K in Q1 2025. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Miller Investment Management held 1,672 shares of Arthur J. Gallagher & Co worth $362K as of Q1 2026.
Miller Investment Management left its Arthur J. Gallagher & Co share count unchanged in Q1 2026.
Arthur J. Gallagher & Co made up 0.04% of Miller Investment Management's portfolio in Q1 2026, its #80 holding.
Miller Investment Management first reported a position in Arthur J. Gallagher & Co in Q4 2020 and has held it in 22 quarters since.
Miller Investment Management's Arthur J. Gallagher & Co position peaked at $577K in Q1 2025.
1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Miller Investment Management's 13F filing for Q1 2026, filed 8 May 2026.