Montag & Associates’s Arthur J. Gallagher & Co AJG Stock Holding History

Montag & Associates’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	$498K	Hold	2,300	–	–	0.02%	310
2025 Q4	$595K	Hold	2,300	–	–	0.03%	288
2025 Q3	$712K	Hold	2,300	–	–	0.03%	275
2025 Q2	$736K	Hold	2,300	–	–	0.04%	268
2025 Q1	$794K	Hold	2,300	–	–	0.04%	263
2024 Q4	$653K	Hold	2,300	–	–	0.03%	296
2024 Q3	$647K	Hold	2,300	–	–	0.03%	294
2024 Q2	$596K	Hold	2,300	–	–	0.03%	290
2024 Q1	$575K	Hold	2,300	–	–	0.03%	306
2023 Q4	$517K	Hold	2,300	–	–	0.03%	298
2023 Q3	$524K	Hold	2,300	–	–	0.03%	283
2023 Q2	$505K	Hold	2,300	–	–	0.03%	285
2023 Q1	$440K	Sell	2,300 -51	-2%	-$9.68K	0.03%	296
2022 Q4	$443K	Buy	2,351 +51	+2%	+$9.54K	0.03%	278
2022 Q3	$394K	Hold	2,300	–	–	0.03%	283
2022 Q2	$375K	Hold	2,300	–	–	0.02%	297
2022 Q1	$402K	Hold	2,300	–	–	0.02%	316
2021 Q4	$390K	Hold	2,300	–	–	0.02%	318
2021 Q3	$342K	Hold	2,300	–	–	0.02%	328
2021 Q2	$322K	Hold	2,300	–	–	0.02%	336
2021 Q1	$287K	Hold	2,300	–	–	0.02%	340
2020 Q4	$285K	Buy	+2,300	New	+$262K	0.02%	322

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

Montag & Associates's AJG Position: Q1 2026 in Review

Montag & Associates held its Arthur J. Gallagher & Co (AJG) position steady in Q1 2026 at 2,300 shares worth $498K. The position accounts for 0.02% of the portfolio, ranked #310.

Montag & Associates first reported a position in AJG in Q4 2020 and has held it in 22 quarters since. The position peaked at $794K in Q1 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Montag & Associates held 2,300 shares of Arthur J. Gallagher & Co worth $498K as of Q1 2026.
Montag & Associates left its Arthur J. Gallagher & Co share count unchanged in Q1 2026.
Arthur J. Gallagher & Co made up 0.02% of Montag & Associates's portfolio in Q1 2026, its #310 holding.
Montag & Associates first reported a position in Arthur J. Gallagher & Co in Q4 2020 and has held it in 22 quarters since.
Montag & Associates's Arthur J. Gallagher & Co position peaked at $794K in Q1 2025.
1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.