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

Patron 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 		$569K Buy
2,629
+654
+33% +$151K 0.25% 105
2025
Q4 		$511K Sell
1,975
-82
-4% -$21.7K 0.23% 114
2025
Q3 		$637K Buy
2,057
+67
+3% +$20.2K 0.29% 98
2025
Q2 		$637K Buy
1,990
+53
+3% +$17.5K 0.32% 92
2025
Q1 		$669K Buy
1,937
+180
+10% +$56.9K 0.36% 81
2024
Q4 		$499K Sell
1,757
-12
-0.7% -$3.49K 0.27% 102
2024
Q3 		$498K Sell
1,769
-40
-2% -$11.3K 0.28% 99
2024
Q2 		$469K Buy
1,809
+74
+4% +$18.4K 0.28% 105
2024
Q1 		$434K Buy
1,735
+150
+9% +$36.1K 0.26% 111
2023
Q4 		$356K Buy
1,585
+79
+5% +$18.7K 0.24% 116
2023
Q3 		$343K Buy
1,506
+54
+4% +$12.1K 0.25% 111
2023
Q2 		$319K Buy
1,452
+187
+15% +$38.9K 0.23% 119
2023
Q1 		$242K Buy
1,265
+47
+4% +$8.92K 0.18% 132
2022
Q4 		$230K Sell
1,218
-85
-7% -$15.9K 0.17% 138
2022
Q3 		$223K Sell
1,303
-69
-5% -$12.2K 0.19% 134
2022
Q2 		$224K Hold
1,372
– – 0.18% 138
2022
Q1 		$239K Buy
1,372
+173
+14% +$27.6K 0.16% 140
2021
Q4 		$203K Buy
+1,199
New +$196K 0.13% 169

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

Patron Partners's AJG Position: Q1 2026 in Review

Patron Partners increased its Arthur J. Gallagher & Co (AJG) stake by 33% in Q1 2026, buying an estimated $151K and bringing the position to 2,629 shares worth $569K. The position accounts for 0.25% of the portfolio, ranked #105.

Patron Partners first reported a position in AJG in Q4 2021 and has held it in 18 quarters since. The position peaked at $669K in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Patron Partners held 2,629 shares of Arthur J. Gallagher & Co worth $569K as of Q1 2026.
  • Patron Partners bought 654 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $151K.
  • Arthur J. Gallagher & Co made up 0.25% of Patron Partners's portfolio in Q1 2026, its #105 holding.
  • Patron Partners first reported a position in Arthur J. Gallagher & Co in Q4 2021 and has held it in 18 quarters since.
  • Patron Partners's Arthur J. Gallagher & Co position peaked at $669K in Q1 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Patron Partners's 13F filing for Q1 2026, filed 29 Apr 2026.