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Mount Yale Investment Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Mount Yale Investment Advisors’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 		$501K Buy
+2,315
New +$535K 0.01% 717
2025
Q4 		– Sell
-1,442
Closed -$447K – 723
2025
Q3 		$447K Sell
1,442
-456
-24% -$137K 0.03% 441
2025
Q2 		$608K Buy
1,898
+371
+24% +$122K 0.05% 302
2025
Q1 		$527K Buy
1,527
+77
+5% +$24.3K 0.05% 317
2024
Q4 		$412K Sell
1,450
-302
-17% -$87.9K 0.03% 372
2024
Q3 		$493K Sell
1,752
-24
-1% -$6.77K 0.05% 348
2024
Q2 		$461K Buy
1,776
+182
+11% +$45.2K 0.04% 357
2024
Q1 		$399K Sell
1,594
-57
-3% -$13.7K 0.03% 394
2023
Q4 		$371K Sell
1,651
-249
-13% -$59K 0.04% 374
2023
Q3 		$433K Buy
1,900
+261
+16% +$58.4K 0.05% 327
2023
Q2 		$360K Sell
1,639
-14
-0.8% -$2.91K 0.04% 356
2023
Q1 		$316K Buy
+1,653
New +$314K 0.04% 367

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's AJG Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Arthur J. Gallagher & Co (AJG) in Q1 2026: 2,315 shares worth $501K. The stake represents 0.01% of the portfolio and ranks #717 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in AJG as recently as Q3 2025.

Mount Yale Investment Advisors first reported a position in AJG in Q1 2023 and has held it in 12 quarters since. The position peaked at $608K in Q2 2025. 1,244 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Mount Yale Investment Advisors held 2,315 shares of Arthur J. Gallagher & Co worth $501K as of Q1 2026.
  • Arthur J. Gallagher & Co was a new Mount Yale Investment Advisors position in Q1 2026.
  • Arthur J. Gallagher & Co made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #717 holding.
  • Mount Yale Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2023 and has held it in 12 quarters since.
  • Mount Yale Investment Advisors's Arthur J. Gallagher & Co position peaked at $608K in Q2 2025.
  • 1,244 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.