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

Neo Ivy 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 		– Sell
-15,267
Closed -$3.95M – 326
2025
Q4 		$3.95M Buy
15,267
+4,349
+40% +$1.15M 0.62% 55
2025
Q3 		$3.38M Buy
10,918
+8,667
+385% +$2.61M 0.82% 24
2025
Q2 		$721K Buy
2,251
+627
+39% +$207K 0.23% 154
2025
Q1 		$561K Buy
+1,624
New +$513K 0.18% 165
2024
Q4 		– Sell
-5,996
Closed -$1.69M – 263
2024
Q3 		$1.69M Buy
+5,996
New +$1.69M 0.55% 71
2023
Q4 		$160K Sell
712
-492
-41% -$117K 0.36% 98
2023
Q3 		$274K Sell
1,204
-428
-26% -$95.8K 0.12% 211
2023
Q2 		$358K Buy
+1,632
New +$340K 0.19% 177
2022
Q4 		$1K Sell
6
-349
-98% -$65.3K ﹤0.01% 309
2022
Q3 		$61K Sell
355
-152
-30% -$27K 0.16% 199
2022
Q2 		$82K Buy
+507
New +$84.1K 0.22% 168
2022
Q1 		– Sell
-76
Closed -$13K – 473
2021
Q4 		$13K Buy
+76
New +$12.4K 0.02% 373
2021
Q3 		– Sell
-2,573
Closed -$360K – 448
2021
Q2 		$360K Buy
2,573
+1,084
+73% +$153K 0.36% 103
2021
Q1 		$186K Buy
+1,489
New +$180K 0.2% 164
2020
Q2 		– Sell
-3,436
Closed -$280K – 452
2020
Q1 		$280K Buy
+3,436
New +$329K 0.46% 67
2019
Q3 		– Sell
-9,137
Closed -$800K – 282
2019
Q2 		$800K Sell
9,137
-3,606
-28% -$301K 0.45% 89
2019
Q1 		$995K Buy
12,743
+6,677
+110% +$514K 0.57% 69
2018
Q4 		$447K Buy
+6,066
New +$453K 0.35% 128

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

Neo Ivy Capital Management's AJG Position: Q1 2026 in Review

Neo Ivy Capital Management sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 15,267 shares — an estimated $3.95M sold.

Neo Ivy Capital Management first reported a position in AJG in Q4 2018 and held it in 18 quarters. The position peaked at $3.95M in Q4 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Neo Ivy Capital Management reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • Neo Ivy Capital Management sold 15,267 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $3.95M.
  • Neo Ivy Capital Management first reported a position in Arthur J. Gallagher & Co in Q4 2018 and held it in 18 quarters.
  • Neo Ivy Capital Management's Arthur J. Gallagher & Co position peaked at $3.95M in Q4 2025.
  • 1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.