NorthCrest Asset Manangement’s Arthur J. Gallagher & Co AJG Stock Holding History

NorthCrest Asset Manangement’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	-2,083	Closed	-$548K	–	772
2025 Q4	$548K	Sell	2,083 -522	-20%	-$138K	0.01%	512
2025 Q3	$807K	Buy	2,605 +8	+0.3%	+$2.41K	0.02%	381
2025 Q2	$826K	Buy	2,597 +48	+2%	+$15.8K	0.02%	335
2025 Q1	$880K	Buy	+2,549	New	+$805K	0.03%	319
2023 Q1	–	Sell	-1,149	Closed	-$217K	–	488
2022 Q4	$217K	Buy	+1,149	New	+$215K	0.01%	373

Other funds holding AJG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

NorthCrest Asset Manangement's AJG Position: Q1 2026 in Review

NorthCrest Asset Manangement sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 2,083 shares — an estimated $548K sold.

NorthCrest Asset Manangement first reported a position in AJG in Q4 2022 and held it in 5 quarters. The position peaked at $880K in Q1 2025. 1,244 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

NorthCrest Asset Manangement reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
NorthCrest Asset Manangement sold 2,083 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $548K.
NorthCrest Asset Manangement first reported a position in Arthur J. Gallagher & Co in Q4 2022 and held it in 5 quarters.
NorthCrest Asset Manangement's Arthur J. Gallagher & Co position peaked at $880K in Q1 2025.
1,244 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q1 2026, filed 8 Apr 2026.