PAG
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Paladin Advisory Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Paladin Advisory Group’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
2023
Q1 		– Sell
-200
Closed -$37.7K – 277
2022
Q4 		$37.7K Hold
200
– – 0.03% 168
2022
Q3 		$34K Hold
200
– – 0.03% 176
2022
Q2 		$32K Buy
+200
New +$33.2K 0.03% 185
2022
Q1 		– Sell
-200
Closed -$33K – 286
2021
Q4 		$33K Buy
+200
New +$32.7K 0.03% 196

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

Paladin Advisory Group's AJG Position: Q1 2026 in Review

Paladin Advisory Group reduced its Arthur J. Gallagher & Co (AJG) stake by 17% in Q1 2026, selling an estimated $7.62K and leaving 167 shares worth $36.2K. The position accounts for 0.03% of the portfolio, ranked #163.

Paladin Advisory Group first reported a position in AJG in Q1 2022 and has held it in 14 quarters since. The position peaked at $69K in Q1 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Paladin Advisory Group held 167 shares of Arthur J. Gallagher & Co worth $36.2K as of Q1 2026.
  • Paladin Advisory Group sold 33 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $7.62K.
  • Arthur J. Gallagher & Co made up 0.03% of Paladin Advisory Group's portfolio in Q1 2026, its #163 holding.
  • Paladin Advisory Group first reported a position in Arthur J. Gallagher & Co in Q1 2022 and has held it in 14 quarters since.
  • Paladin Advisory Group's Arthur J. Gallagher & Co position peaked at $69K in Q1 2025.
  • 1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.