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

PAX 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 		$567K Sell
2,617
-265
-9% -$61.2K 0.1% 109
2025
Q4 		$746K Buy
2,882
+153
+6% +$40.5K 0.13% 100
2025
Q3 		$845K Buy
2,729
+1,019
+60% +$307K 0.15% 97
2025
Q2 		$547K Sell
1,710
-226
-12% -$74.5K 0.1% 139
2025
Q1 		$668K Sell
1,936
-526
-21% -$166K 0.12% 137
2024
Q4 		$699K Sell
2,462
-141
-5% -$41K 0.13% 140
2024
Q3 		$732K Sell
2,603
-164
-6% -$46.3K 0.13% 136
2024
Q2 		$718K Sell
2,767
-48
-2% -$11.9K 0.14% 132
2024
Q1 		$704K Sell
2,815
-164
-6% -$39.4K 0.14% 135
2023
Q4 		$706K Sell
2,979
-350
-11% -$82.9K 0.15% 127
2023
Q3 		$759K Sell
3,329
-241
-7% -$53.9K 0.17% 98
2023
Q2 		$784K Sell
3,570
-623
-15% -$130K 0.18% 87
2023
Q1 		$802K Sell
4,193
-3
-0.1% -$569 0.19% 82
2022
Q4 		$791K Sell
4,196
-725
-15% -$136K 0.2% 79
2022
Q3 		$843K Sell
4,921
-180
-4% -$32K 0.22% 69
2022
Q2 		$832K Sell
5,101
-426
-8% -$70.7K 0.21% 69
2022
Q1 		$965K Buy
5,527
+327
+6% +$52.1K 0.22% 68
2021
Q4 		$882K Sell
5,200
-138
-3% -$22.6K 0.2% 79
2021
Q3 		$793K Buy
5,338
+16
+0.3% +$2.29K 0.19% 86
2021
Q2 		$746K Buy
5,322
+128
+2% +$18.1K 0.19% 87
2021
Q1 		$648K Buy
5,194
+253
+5% +$30.5K 0.18% 87
2020
Q4 		$611K Buy
4,941
+24
+0.5% +$2.73K 0.19% 68
2020
Q3 		$519K Buy
4,917
+76
+2% +$7.88K 0.18% 73
2020
Q2 		$472K Buy
4,841
+136
+3% +$12K 0.18% 63
2020
Q1 		$354K Buy
4,705
+1,425
+43% +$136K 0.15% 92
2019
Q4 		$356K Buy
+3,280
New +$300K 0.15% 67

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

PAX Financial Group's AJG Position: Q1 2026 in Review

PAX Financial Group reduced its Arthur J. Gallagher & Co (AJG) stake by 9.2% in Q1 2026, selling an estimated $61.2K and leaving 2,617 shares worth $567K. The position accounts for 0.1% of the portfolio, ranked #109.

PAX Financial Group first reported a position in AJG in Q4 2019 and has held it in 26 quarters since. The position peaked at $965K in Q1 2022. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • PAX Financial Group held 2,617 shares of Arthur J. Gallagher & Co worth $567K as of Q1 2026.
  • PAX Financial Group sold 265 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $61.2K.
  • Arthur J. Gallagher & Co made up 0.1% of PAX Financial Group's portfolio in Q1 2026, its #109 holding.
  • PAX Financial Group first reported a position in Arthur J. Gallagher & Co in Q4 2019 and has held it in 26 quarters since.
  • PAX Financial Group's Arthur J. Gallagher & Co position peaked at $965K in Q1 2022.
  • 1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on PAX Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.