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Old North State Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Old North State 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 		– Sell
-942
Closed -$245K – 115
2025
Q4 		$245K Sell
942
-551
-37% -$146K 0.12% 109
2025
Q3 		$464K Buy
1,493
+14
+0.9% +$4.22K 0.22% 77
2025
Q2 		$475K Buy
1,479
+187
+14% +$61.6K 0.25% 74
2025
Q1 		$447K Buy
1,292
+202
+19% +$63.8K 0.25% 71
2024
Q4 		$311K Buy
1,090
+72
+7% +$21K 0.17% 87
2024
Q3 		$287K Buy
+1,018
New +$287K 0.16% 89

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Old North State Wealth Management's AJG Position: Q1 2026 in Review

Old North State Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 942 shares — an estimated $245K sold.

Old North State Wealth Management first reported a position in AJG in Q3 2024 and held it in 6 quarters. The position peaked at $475K in Q2 2025. 1,246 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Old North State Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • Old North State Wealth Management sold 942 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $245K.
  • Old North State Wealth Management first reported a position in Arthur J. Gallagher & Co in Q3 2024 and held it in 6 quarters.
  • Old North State Wealth Management's Arthur J. Gallagher & Co position peaked at $475K in Q2 2025.
  • 1,246 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Old North State Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.