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NewEdge Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

NewEdge Wealth’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 		$386K Sell
1,784
-2,196
-55% -$507K ﹤0.01% 892
2025
Q4 		$1.03M Sell
3,980
-8,931
-69% -$2.36M 0.01% 622
2025
Q3 		$3.2M Sell
12,911
-200
-2% -$60.3K 0.05% 295
2025
Q2 		$3.8M Sell
13,111
-998
-7% -$329K 0.06% 252
2025
Q1 		$4.87M Buy
14,109
+647
+5% +$204K 0.09% 192
2024
Q4 		$3.82M Buy
13,462
+416
+3% +$121K 0.07% 234
2024
Q3 		$3.67M Buy
13,046
+809
+7% +$228K 0.07% 252
2024
Q2 		$3.17M Buy
12,237
+2,780
+29% +$690K 0.07% 235
2024
Q1 		$2.26M Buy
9,457
+451
+5% +$108K 0.05% 304
2023
Q4 		$2.03M Buy
9,006
+525
+6% +$124K 0.05% 297
2023
Q3 		$1.93M Buy
+8,481
New +$1.9M 0.06% 263

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

NewEdge Wealth's AJG Position: Q1 2026 in Review

NewEdge Wealth reduced its Arthur J. Gallagher & Co (AJG) stake by 55% in Q1 2026, selling an estimated $507K and leaving 1,784 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

NewEdge Wealth first reported a position in AJG in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.87M in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • NewEdge Wealth held 1,784 shares of Arthur J. Gallagher & Co worth $386K as of Q1 2026.
  • NewEdge Wealth sold 2,196 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $507K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #892 holding.
  • NewEdge Wealth first reported a position in Arthur J. Gallagher & Co in Q3 2023 and has held it in 11 quarters since.
  • NewEdge Wealth's Arthur J. Gallagher & Co position peaked at $4.87M in Q1 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.