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

Mutual 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 		$468K Sell
2,159
-68
-3% -$15.7K 0.01% 911
2025
Q4 		$576K Buy
2,227
+69
+3% +$18.3K 0.01% 816
2025
Q3 		$610K Buy
2,158
+167
+8% +$50.3K 0.01% 759
2025
Q2 		$628K Buy
1,991
+31
+2% +$10.2K 0.02% 679
2025
Q1 		$632K Buy
1,960
+170
+9% +$53.7K 0.02% 616
2024
Q4 		$530K Buy
1,790
+193
+12% +$56.2K 0.02% 680
2024
Q3 		$459K Buy
1,597
+75
+5% +$21.2K 0.01% 745
2024
Q2 		$425K Buy
1,522
+105
+7% +$26K 0.01% 766
2024
Q1 		$354K Sell
1,417
-20
-1% -$4.81K 0.01% 811
2023
Q4 		$323K Buy
1,437
+6
+0.4% +$1.42K 0.01% 799
2023
Q3 		$326K Sell
1,431
-13
-0.9% -$2.91K 0.01% 752
2023
Q2 		$317K Buy
1,444
+121
+9% +$25.2K 0.01% 793
2023
Q1 		$253K Buy
1,323
+146
+12% +$27.7K 0.01% 833
2022
Q4 		$222K Sell
1,177
-259
-18% -$48.4K 0.01% 842
2022
Q3 		$246K Buy
+1,436
New +$255K 0.01% 771

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

Mutual Advisors's AJG Position: Q1 2026 in Review

Mutual Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 3.1% in Q1 2026, selling an estimated $15.7K and leaving 2,159 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #911.

Mutual Advisors first reported a position in AJG in Q3 2022 and has held it in 15 quarters since. The position peaked at $632K in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Mutual Advisors held 2,159 shares of Arthur J. Gallagher & Co worth $468K as of Q1 2026.
  • Mutual Advisors sold 68 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $15.7K.
  • Arthur J. Gallagher & Co made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #911 holding.
  • Mutual Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2022 and has held it in 15 quarters since.
  • Mutual Advisors's Arthur J. Gallagher & Co position peaked at $632K in Q1 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.