Patrick M. Sweeney & Associates’s Arthur J. Gallagher & Co AJG Stock Holding History

Patrick M. Sweeney & Associates’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	$356K	Buy	1,645 +35	+2%	+$8.08K	0.23%	110
2025 Q4	$417K	Sell	1,610 -65	-4%	-$17.2K	0.26%	90
2025 Q3	$519K	Hold	1,675	–	–	0.34%	75
2025 Q2	$533K	Sell	1,675 -25	-1%	-$8.24K	0.37%	69
2025 Q1	$587K	Hold	1,700	–	–	0.44%	59
2024 Q4	$483K	Hold	1,700	–	–	0.36%	74
2024 Q3	$478K	Sell	1,700 -15	-0.9%	-$4.23K	0.35%	75
2024 Q2	$445K	Hold	1,715	–	–	0.36%	72
2024 Q1	$429K	Buy	1,715 +92	+6%	+$22.1K	0.35%	75
2023 Q4	$365K	Buy	+1,623	New	+$384K	0.33%	77

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

Patrick M. Sweeney & Associates's AJG Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its Arthur J. Gallagher & Co (AJG) stake by 2.2% in Q1 2026, buying an estimated $8.08K and bringing the position to 1,645 shares worth $356K. The position accounts for 0.23% of the portfolio, ranked #110.

Patrick M. Sweeney & Associates first reported a position in AJG in Q4 2023 and has held it in 10 quarters since. The position peaked at $587K in Q1 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Patrick M. Sweeney & Associates held 1,645 shares of Arthur J. Gallagher & Co worth $356K as of Q1 2026.
Patrick M. Sweeney & Associates bought 35 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $8.08K.
Arthur J. Gallagher & Co made up 0.23% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #110 holding.
Patrick M. Sweeney & Associates first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's Arthur J. Gallagher & Co position peaked at $587K in Q1 2025.
1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.