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

MOTCO’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	$24.3K	Hold	112	–	–	﹤0.01%	397
2025 Q4	$29K	Hold	112	–	–	﹤0.01%	377
2025 Q3	$34.7K	Hold	112	–	–	﹤0.01%	359
2025 Q2	$32.2K	Hold	112	–	–	﹤0.01%	345
2025 Q1	$38.7K	Buy	112 +98	+700%	+$31K	﹤0.01%	308
2024 Q4	$3.97K	Buy	+14	New	+$4.07K	﹤0.01%	429
2024 Q1	–	Sell	-3	Closed	-$675	–	682
2023 Q4	$675	Hold	3	–	–	﹤0.01%	660
2023 Q3	$684	Hold	3	–	–	﹤0.01%	728
2023 Q2	$659	Buy	+3	New	+$624	﹤0.01%	821
2019 Q3	–	Sell	-61	Closed	-$5K	–	518
2019 Q2	$5K	Buy	+61	New	+$5.09K	﹤0.01%	704
2019 Q1	–	Sell	-16	Closed	-$1K	–	506
2018 Q4	$1K	Buy	+16	New	+$1.2K	﹤0.01%	535

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

MOTCO's AJG Position: Q1 2026 in Review

MOTCO held its Arthur J. Gallagher & Co (AJG) position steady in Q1 2026 at 112 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

MOTCO first reported a position in AJG in Q4 2018 and has held it in 11 quarters since. The position peaked at $38.7K in Q1 2025. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

MOTCO held 112 shares of Arthur J. Gallagher & Co worth $24.3K as of Q1 2026.
MOTCO left its Arthur J. Gallagher & Co share count unchanged in Q1 2026.
Arthur J. Gallagher & Co made up ﹤0.01% of MOTCO's portfolio in Q1 2026, its #397 holding.
MOTCO first reported a position in Arthur J. Gallagher & Co in Q4 2018 and has held it in 11 quarters since.
MOTCO's Arthur J. Gallagher & Co position peaked at $38.7K in Q1 2025.
1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.