Park Square Financial Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Park Square Financial 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
2026 Q1	–	Sell	-52	Closed	-$14.8K	–	249
2025 Q4	$14.8K	Buy	52 +2	+4%	+$529	0.09%	113
2025 Q3	$15.5K	Sell	50 -13	-21%	-$3.92K	0.07%	121
2025 Q2	$20.2K	Buy	63 +5	+9%	+$1.65K	0.01%	460
2025 Q1	$20K	Sell	58 -6	-9%	-$1.9K	0.02%	438
2024 Q4	$18.2K	Buy	+64	New	+$18.6K	0.01%	461

Other funds holding AJG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Park Square Financial Group's AJG Position: Q1 2026 in Review

Park Square Financial Group sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 52 shares — an estimated $14.8K sold.

Park Square Financial Group first reported a position in AJG in Q4 2024 and held it in 5 quarters. The position peaked at $20.2K in Q2 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Park Square Financial Group reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
Park Square Financial Group sold 52 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $14.8K.
Park Square Financial Group first reported a position in Arthur J. Gallagher & Co in Q4 2024 and held it in 5 quarters.
Park Square Financial Group's Arthur J. Gallagher & Co position peaked at $20.2K in Q2 2025.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.