Nations Financial Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Nations Financial Group’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	–	Sell	-832	Closed	-$215K	–	774
2025 Q4	$215K	Sell	832 -7,267	-90%	-$1.92M	0.01%	696
2025 Q3	$2.51M	Buy	8,099 +90	+1%	+$27.1K	0.16%	159
2025 Q2	$2.56M	Sell	8,009 -21	-0.3%	-$6.92K	0.18%	145
2025 Q1	$2.77M	Buy	8,030 +70	+0.9%	+$22.1K	0.21%	125
2024 Q4	$2.26M	Buy	7,960 +236	+3%	+$68.7K	0.17%	155
2024 Q3	$2.17M	Buy	7,724 +408	+6%	+$115K	0.16%	157
2024 Q2	$1.9M	Sell	7,316 -73	-1%	-$18.1K	0.15%	153
2024 Q1	$1.85M	Buy	7,389 +624	+9%	+$150K	0.16%	160
2023 Q4	$1.52M	Buy	+6,765	New	+$1.6M	0.14%	171

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

Nations Financial Group's AJG Position: Q1 2026 in Review

Nations Financial Group sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 832 shares — an estimated $215K sold.

Nations Financial Group first reported a position in AJG in Q4 2023 and held it in 9 quarters. The position peaked at $2.77M in Q1 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Nations Financial Group reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
Nations Financial Group sold 832 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $215K.
Nations Financial Group first reported a position in Arthur J. Gallagher & Co in Q4 2023 and held it in 9 quarters.
Nations Financial Group's Arthur J. Gallagher & Co position peaked at $2.77M in Q1 2025.
1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Nations Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.