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

Nicola Wealth 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	$9.29M	Hold	42,900	–	–	1.12%	44
2025 Q4	$11.1M	Hold	42,900	–	–	1.01%	39
2025 Q3	$13.3M	Buy	42,900 +17,900	+72%	+$5.4M	1.18%	31
2025 Q2	$8M	Sell	25,000 -7,000	-22%	-$2.31M	0.75%	41
2025 Q1	$11M	Sell	32,000 -5,600	-15%	-$1.77M	1.08%	37
2024 Q4	$10.7M	Hold	37,600	–	–	1.01%	41
2024 Q3	$10.6M	Sell	37,600 -3,500	-9%	-$987K	0.84%	43
2024 Q2	$10.7M	Hold	41,100	–	–	0.95%	41
2024 Q1	$10.3M	Hold	41,100	–	–	1%	35
2023 Q4	$9.24M	Hold	41,100	–	–	0.97%	39
2023 Q3	$9.37M	Sell	41,100 -9,000	-18%	-$2.01M	1.01%	34
2023 Q2	$11M	Hold	50,100	–	–	1.08%	37
2023 Q1	$9.58M	Buy	50,100 +20,000	+66%	+$3.79M	0.95%	39
2022 Q4	$5.68M	Buy	30,100 +9,100	+43%	+$1.7M	0.58%	51
2022 Q3	$3.6M	Buy	+21,000	New	+$3.73M	0.39%	76

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

Nicola Wealth Management's AJG Position: Q1 2026 in Review

Nicola Wealth Management held its Arthur J. Gallagher & Co (AJG) position steady in Q1 2026 at 42,900 shares worth $9.29M. The position accounts for 1.12% of the portfolio, ranked #44.

Nicola Wealth Management first reported a position in AJG in Q3 2022 and has held it in 15 quarters since. The position peaked at $13.3M in Q3 2025. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Nicola Wealth Management held 42,900 shares of Arthur J. Gallagher & Co worth $9.29M as of Q1 2026.
Nicola Wealth Management left its Arthur J. Gallagher & Co share count unchanged in Q1 2026.
Arthur J. Gallagher & Co made up 1.12% of Nicola Wealth Management's portfolio in Q1 2026, its #44 holding.
Nicola Wealth Management first reported a position in Arthur J. Gallagher & Co in Q3 2022 and has held it in 15 quarters since.
Nicola Wealth Management's Arthur J. Gallagher & Co position peaked at $13.3M in Q3 2025.
1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Nicola Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.