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

&Partners’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	$1.74M	Buy	8,030 +598	+8%	+$138K	0.01%	979
2025 Q4	$1.89M	Buy	7,432 +285	+4%	+$75.5K	0.01%	900
2025 Q3	$2.21M	Buy	7,147 +1,865	+35%	+$562K	0.01%	712
2025 Q2	$1.7M	Buy	5,282 +1,515	+40%	+$499K	0.01%	740
2025 Q1	$1.29M	Sell	3,767 -376	-9%	-$119K	0.01%	718
2024 Q4	$1.16M	Buy	4,143 +845	+26%	+$246K	0.01%	708
2024 Q3	$930K	Buy	3,298 +1,456	+79%	+$411K	0.02%	592
2024 Q2	$478K	Buy	+1,842	New	+$457K	0.02%	559

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

&Partners's AJG Position: Q1 2026 in Review

&Partners increased its Arthur J. Gallagher & Co (AJG) stake by 8% in Q1 2026, buying an estimated $138K and bringing the position to 8,030 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #979.

&Partners first reported a position in AJG in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.21M in Q3 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

&Partners held 8,030 shares of Arthur J. Gallagher & Co worth $1.74M as of Q1 2026.
&Partners bought 598 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $138K.
Arthur J. Gallagher & Co made up 0.01% of &Partners's portfolio in Q1 2026, its #979 holding.
&Partners first reported a position in Arthur J. Gallagher & Co in Q2 2024 and has held it in 8 quarters since.
&Partners's Arthur J. Gallagher & Co position peaked at $2.21M in Q3 2025.
1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.