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

Optimize Financial’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
-1,526
Closed -$395K – 302
2025
Q4 		$395K Buy
1,526
+20
+1% +$5.29K 0.2% 213
2025
Q3 		$466K Buy
+1,506
New +$454K 0.24% 134

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

Optimize Financial's AJG Position: Q1 2026 in Review

Optimize Financial sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 1,526 shares — an estimated $395K sold.

Optimize Financial first reported a position in AJG in Q3 2025 and held it in 2 quarters. The position peaked at $466K in Q3 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Optimize Financial reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 1,526 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $395K.
  • Optimize Financial first reported a position in Arthur J. Gallagher & Co in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Arthur J. Gallagher & Co position peaked at $466K in Q3 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.