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

Optima Capital’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	-36	Closed	-$9.32K	–	190
2025 Q4	$9.32K	Buy	+36	New	+$9.53K	﹤0.01%	532

Other funds holding AJG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Optima Capital's AJG Position: Q1 2026 in Review

Optima Capital sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 36 shares — an estimated $9.32K sold.

Optima Capital first reported a position in AJG in Q4 2025 and held it in 1 quarter. The position peaked at $9.32K in Q4 2025. 1,246 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Optima Capital reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 36 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $9.32K.
Optima Capital first reported a position in Arthur J. Gallagher & Co in Q4 2025 and held it in 1 quarter.
Optima Capital's Arthur J. Gallagher & Co position peaked at $9.32K in Q4 2025.
1,246 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.