MV Capital Management’s Arthur J. Gallagher & Co AJG Stock Holding History

MV Capital 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	$29.7K	Buy	137 +5	+4%	+$1.16K	﹤0.01%	389
2025 Q4	$34.2K	Sell	132 -9	-6%	-$2.38K	﹤0.01%	355
2025 Q3	$43.7K	Hold	141	–	–	﹤0.01%	325
2025 Q2	$45.1K	Sell	141 -1	-0.7%	-$330	﹤0.01%	317
2025 Q1	$49K	Buy	142 +4	+3%	+$1.26K	0.01%	307
2024 Q4	$39.2K	Buy	138 +1	+0.7%	+$291	﹤0.01%	324
2024 Q3	$38.5K	Hold	137	–	–	﹤0.01%	334
2024 Q2	$35.5K	Buy	137 +6	+5%	+$1.49K	﹤0.01%	331
2024 Q1	$32.8K	Buy	131 +3	+2%	+$721	﹤0.01%	353
2023 Q4	$28.8K	Buy	128 +2	+2%	+$474	﹤0.01%	364
2023 Q3	$28.7K	Buy	126 +4	+3%	+$895	﹤0.01%	348
2023 Q2	$26.8K	Buy	122 +1	+0.8%	+$208	﹤0.01%	367
2023 Q1	$23.1K	Buy	121 +10	+9%	+$1.9K	﹤0.01%	379
2022 Q4	$20.9K	Buy	111 +4	+4%	+$748	﹤0.01%	339
2022 Q3	$18K	Buy	107 +13	+14%	+$2.31K	﹤0.01%	345
2022 Q2	$15K	Buy	94 +23	+32%	+$3.82K	﹤0.01%	356
2022 Q1	$12K	Buy	71 +11	+18%	+$1.75K	﹤0.01%	412
2021 Q4	$10K	Buy	60 +12	+25%	+$1.96K	﹤0.01%	453
2021 Q3	$7K	Buy	48 +15	+45%	+$2.15K	﹤0.01%	497
2021 Q2	$5K	Buy	+33	New	+$4.66K	﹤0.01%	483

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

MV Capital Management's AJG Position: Q1 2026 in Review

MV Capital Management increased its Arthur J. Gallagher & Co (AJG) stake by 3.8% in Q1 2026, buying an estimated $1.16K and bringing the position to 137 shares worth $29.7K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

MV Capital Management first reported a position in AJG in Q2 2021 and has held it in 20 quarters since. The position peaked at $49K in Q1 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

MV Capital Management held 137 shares of Arthur J. Gallagher & Co worth $29.7K as of Q1 2026.
MV Capital Management bought 5 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $1.16K.
Arthur J. Gallagher & Co made up ﹤0.01% of MV Capital Management's portfolio in Q1 2026, its #389 holding.
MV Capital Management first reported a position in Arthur J. Gallagher & Co in Q2 2021 and has held it in 20 quarters since.
MV Capital Management's Arthur J. Gallagher & Co position peaked at $49K in Q1 2025.
1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.