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

Parcion Private Wealth’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
-884
Closed -$229K – 440
2025
Q4 		$229K Buy
884
+33
+4% +$8.74K 0.01% 381
2025
Q3 		$264K Buy
851
+20
+2% +$6.03K 0.02% 301
2025
Q2 		$266K Hold
831
– – 0.02% 252
2025
Q1 		$287K Hold
831
– – 0.02% 226
2024
Q4 		$236K Sell
831
-24
-3% -$6.98K 0.02% 224
2024
Q3 		$241K Buy
+855
New +$241K 0.02% 217

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parcion Private Wealth's AJG Position: Q1 2026 in Review

Parcion Private Wealth sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 884 shares — an estimated $229K sold.

Parcion Private Wealth first reported a position in AJG in Q3 2024 and held it in 6 quarters. The position peaked at $287K in Q1 2025. 1,246 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Parcion Private Wealth reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • Parcion Private Wealth sold 884 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $229K.
  • Parcion Private Wealth first reported a position in Arthur J. Gallagher & Co in Q3 2024 and held it in 6 quarters.
  • Parcion Private Wealth's Arthur J. Gallagher & Co position peaked at $287K in Q1 2025.
  • 1,246 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.