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Paragon Private Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Paragon Private 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 		$450K Sell
2,078
-210
-9% -$48.5K 0.14% 145
2025
Q4 		$592K Sell
2,288
-331
-13% -$87.6K 0.18% 126
2025
Q3 		$811K Buy
2,619
+904
+53% +$273K 0.27% 110
2025
Q2 		$549K Buy
1,715
+409
+31% +$135K 0.22% 123
2025
Q1 		$451K Buy
1,306
+339
+35% +$107K 0.21% 124
2024
Q4 		$275K Buy
967
+198
+26% +$57.6K 0.13% 145
2024
Q3 		$216K Buy
+769
New +$217K 0.11% 156

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

Paragon Private Wealth Management's AJG Position: Q1 2026 in Review

Paragon Private Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 9.2% in Q1 2026, selling an estimated $48.5K and leaving 2,078 shares worth $450K. The position accounts for 0.14% of the portfolio, ranked #145.

Paragon Private Wealth Management first reported a position in AJG in Q3 2024 and has held it in 7 quarters since. The position peaked at $811K in Q3 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Paragon Private Wealth Management held 2,078 shares of Arthur J. Gallagher & Co worth $450K as of Q1 2026.
  • Paragon Private Wealth Management sold 210 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $48.5K.
  • Arthur J. Gallagher & Co made up 0.14% of Paragon Private Wealth Management's portfolio in Q1 2026, its #145 holding.
  • Paragon Private Wealth Management first reported a position in Arthur J. Gallagher & Co in Q3 2024 and has held it in 7 quarters since.
  • Paragon Private Wealth Management's Arthur J. Gallagher & Co position peaked at $811K in Q3 2025.
  • 1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.