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

Obermeyer Wealth Partners’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	$370K	Sell	1,708 -32	-2%	-$7.39K	0.02%	202
2025 Q4	$450K	Sell	1,740 -21	-1%	-$5.56K	0.02%	183
2025 Q3	$545K	Buy	1,761 +21	+1%	+$6.33K	0.03%	158
2025 Q2	$557K	Sell	1,740 -1	-0.1%	-$330	0.03%	150
2025 Q1	$601K	Sell	1,741 -62	-3%	-$19.6K	0.03%	132
2024 Q4	$512K	Buy	1,803 +66	+4%	+$19.2K	0.03%	148
2024 Q3	$489K	Hold	1,737	–	–	0.03%	154
2024 Q2	$450K	Hold	1,737	–	–	0.03%	155
2024 Q1	$434K	Buy	1,737 +5	+0.3%	+$1.2K	0.03%	151
2023 Q4	$389K	Hold	1,732	–	–	0.03%	139
2023 Q3	$395K	Hold	1,732	–	–	0.03%	126
2023 Q2	$380K	Hold	1,732	–	–	0.03%	140
2023 Q1	$331K	Hold	1,732	–	–	0.02%	145
2022 Q4	$327K	Hold	1,732	–	–	0.02%	152
2022 Q3	$297K	Hold	1,732	–	–	0.02%	148
2022 Q2	$282K	Hold	1,732	–	–	0.02%	152
2022 Q1	$302K	Hold	1,732	–	–	0.02%	174
2021 Q4	$294K	Buy	1,732 +32	+2%	+$5.23K	0.02%	177
2021 Q3	$253K	Hold	1,700	–	–	0.01%	183
2021 Q2	$238K	Hold	1,700	–	–	0.01%	187
2021 Q1	$212K	Buy	+1,700	New	+$205K	0.01%	188

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

Obermeyer Wealth Partners's AJG Position: Q1 2026 in Review

Obermeyer Wealth Partners reduced its Arthur J. Gallagher & Co (AJG) stake by 1.8% in Q1 2026, selling an estimated $7.39K and leaving 1,708 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #202.

Obermeyer Wealth Partners first reported a position in AJG in Q1 2021 and has held it in 21 quarters since. The position peaked at $601K in Q1 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Obermeyer Wealth Partners held 1,708 shares of Arthur J. Gallagher & Co worth $370K as of Q1 2026.
Obermeyer Wealth Partners sold 32 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $7.39K.
Arthur J. Gallagher & Co made up 0.02% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #202 holding.
Obermeyer Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q1 2021 and has held it in 21 quarters since.
Obermeyer Wealth Partners's Arthur J. Gallagher & Co position peaked at $601K in Q1 2025.
1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.