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

Oppenheimer & Co’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 		$1.26M Sell
5,829
-1,009
-15% -$233K 0.02% 760
2025
Q4 		$1.77M Buy
6,838
+1
+0% +$265 0.03% 584
2025
Q3 		$2.12M Buy
6,837
+31
+0.5% +$9.35K 0.03% 587
2025
Q2 		$2.18M Sell
6,806
-348
-5% -$115K 0.03% 548
2025
Q1 		$2.47M Buy
7,154
+113
+2% +$35.7K 0.04% 488
2024
Q4 		$2M Sell
7,041
-29
-0.4% -$8.44K 0.03% 550
2024
Q3 		$1.99M Sell
7,070
-62
-0.9% -$17.5K 0.03% 553
2024
Q2 		$1.85M Buy
7,132
+372
+6% +$92.3K 0.03% 559
2024
Q1 		$1.69M Sell
6,760
-2,108
-24% -$507K 0.03% 562
2023
Q4 		$1.99M Buy
8,868
+476
+6% +$113K 0.04% 494
2023
Q3 		$1.91M Sell
8,392
-258
-3% -$57.7K 0.04% 476
2023
Q2 		$1.9M Sell
8,650
-204
-2% -$42.5K 0.04% 492
2023
Q1 		$1.69M Buy
8,854
+108
+1% +$20.5K 0.04% 501
2022
Q4 		$1.65M Sell
8,746
-181
-2% -$33.9K 0.04% 497
2022
Q3 		$1.53M Sell
8,927
-554
-6% -$98.3K 0.04% 511
2022
Q2 		$1.55M Buy
9,481
+201
+2% +$33.4K 0.03% 536
2022
Q1 		$1.62M Buy
9,280
+54
+0.6% +$8.61K 0.03% 567
2021
Q4 		$1.56M Buy
9,226
+143
+2% +$23.4K 0.03% 597
2021
Q3 		$1.35M Buy
9,083
+671
+8% +$96K 0.03% 638
2021
Q2 		$1.18M Sell
8,412
-664
-7% -$93.8K 0.02% 685
2021
Q1 		$1.13M Sell
9,076
-582
-6% -$70.2K 0.02% 665
2020
Q4 		$1.2M Buy
9,658
+154
+2% +$17.5K 0.03% 589
2020
Q3 		$1M Sell
9,504
-1,117
-11% -$116K 0.03% 580
2020
Q2 		$1.03M Sell
10,621
-250
-2% -$22.1K 0.03% 558
2020
Q1 		$886K Sell
10,871
-340
-3% -$32.6K 0.03% 566
2019
Q4 		$1.07M Buy
11,211
+49
+0.4% +$4.49K 0.03% 601
2019
Q3 		$1M Buy
11,162
+46
+0.4% +$4.13K 0.03% 598
2019
Q2 		$974K Sell
11,116
-130
-1% -$10.8K 0.03% 607
2019
Q1 		$878K Buy
11,246
+116
+1% +$8.94K 0.02% 626
2018
Q4 		$820K Sell
11,130
-12,932
-54% -$965K 0.03% 581
2018
Q3 		$1.79M Buy
24,062
+394
+2% +$28.2K 0.05% 429
2018
Q2 		$1.54M Sell
23,668
-480
-2% -$32.5K 0.04% 453
2018
Q1 		$1.66M Buy
24,148
+263
+1% +$17.7K 0.04% 445
2017
Q4 		$1.51M Buy
23,885
+3,443
+17% +$220K 0.04% 483
2017
Q3 		$1.26M Sell
20,442
-218
-1% -$12.8K 0.03% 531
2017
Q2 		$1.18M Sell
20,660
-294
-1% -$16.6K 0.03% 535
2017
Q1 		$1.19M Sell
20,954
-2,696
-11% -$149K 0.03% 526
2016
Q4 		$1.23M Buy
23,650
+798
+3% +$40.1K 0.04% 498
2016
Q3 		$1.16M Buy
22,852
+925
+4% +$45.7K 0.03% 530
2016
Q2 		$1.04M Buy
21,927
+6,926
+46% +$321K 0.03% 547
2016
Q1 		$667K Buy
15,001
+7,455
+99% +$298K 0.02% 648
2015
Q4 		$309K Sell
7,546
-626
-8% -$26.9K 0.01% 944
2015
Q3 		$337K Sell
8,172
-95
-1% -$4.31K 0.01% 953
2015
Q2 		$391K Buy
8,267
+350
+4% +$16.9K 0.01% 987
2015
Q1 		$370K Sell
7,917
-41
-0.5% -$1.92K 0.01% 1014
2014
Q4 		$375K Buy
7,958
+115
+1% +$5.39K 0.01% 938
2014
Q3 		$356K Buy
7,843
+11
+0.1% +$506 0.01% 997
2014
Q2 		$365K Buy
7,832
+478
+6% +$21.8K 0.01% 980
2014
Q1 		$350K Buy
7,354
+943
+15% +$44K 0.01% 979
2013
Q4 		$301K Buy
6,411
+108
+2% +$5.02K 0.01% 1010
2013
Q3 		$275K Buy
6,303
+539
+9% +$23.7K 0.01% 1009
2013
Q2 		$252K Buy
+5,764
New +$249K 0.01% 1001

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

Oppenheimer & Co's AJG Position: Q1 2026 in Review

Oppenheimer & Co reduced its Arthur J. Gallagher & Co (AJG) stake by 15% in Q1 2026, selling an estimated $233K and leaving 5,829 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #760.

Oppenheimer & Co first reported a position in AJG in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.47M in Q1 2025. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Oppenheimer & Co held 5,829 shares of Arthur J. Gallagher & Co worth $1.26M as of Q1 2026.
  • Oppenheimer & Co sold 1,009 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $233K.
  • Arthur J. Gallagher & Co made up 0.02% of Oppenheimer & Co's portfolio in Q1 2026, its #760 holding.
  • Oppenheimer & Co first reported a position in Arthur J. Gallagher & Co in Q2 2013 and has held it in 52 quarters since.
  • Oppenheimer & Co's Arthur J. Gallagher & Co position peaked at $2.47M in Q1 2025.
  • 1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.