Perennial Investment Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Perennial Investment Advisors’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	-1,050	Closed	-$272K	–	514
2025 Q4	$272K	Sell	1,050 -38	-3%	-$10.1K	0.02%	399
2025 Q3	$337K	Sell	1,088 -1	-0.1%	-$301	0.03%	340
2025 Q2	$348K	Buy	1,089 +23	+2%	+$7.58K	0.03%	316
2025 Q1	$368K	Buy	1,066 +76	+8%	+$24K	0.04%	277
2024 Q4	$281K	Buy	990 +27	+3%	+$7.86K	0.03%	307
2024 Q3	$271K	Hold	963	–	–	0.04%	306
2024 Q2	$250K	Buy	963 +113	+13%	+$28K	0.04%	306
2024 Q1	$212K	Buy	+850	New	+$204K	0.03%	313

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

Perennial Investment Advisors's AJG Position: Q1 2026 in Review

Perennial Investment Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 1,050 shares — an estimated $272K sold.

Perennial Investment Advisors first reported a position in AJG in Q1 2024 and held it in 8 quarters. The position peaked at $368K in Q1 2025. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Perennial Investment Advisors reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
Perennial Investment Advisors sold 1,050 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $272K.
Perennial Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2024 and held it in 8 quarters.
Perennial Investment Advisors's Arthur J. Gallagher & Co position peaked at $368K in Q1 2025.
1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.