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Perigon Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Perigon Wealth Management’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 		$342K Buy
1,579
+214
+16% +$49.4K 0.01% 969
2025
Q4 		$353K Sell
1,365
-284
-17% -$75.2K 0.01% 953
2025
Q3 		$511K Buy
1,649
+24
+1% +$7.24K 0.01% 733
2025
Q2 		$520K Buy
1,625
+209
+15% +$68.9K 0.01% 658
2025
Q1 		$489K Sell
1,416
-5
-0.4% -$1.58K 0.01% 645
2024
Q4 		$420K Buy
1,421
+231
+19% +$67.2K 0.01% 691
2024
Q3 		$335K Buy
1,190
+73
+7% +$20.6K 0.01% 744
2024
Q2 		$290K Sell
1,117
-88
-7% -$21.8K 0.01% 702
2024
Q1 		$301K Buy
1,205
+111
+10% +$26.7K 0.01% 682
2023
Q4 		$246K Buy
1,094
+6
+0.6% +$1.42K 0.01% 730
2023
Q3 		$248K Buy
+1,088
New +$244K 0.01% 660
2021
Q1 		– Sell
-345
Closed -$43K – 501
2020
Q4 		$43K Buy
+345
New +$39.3K 0.01% 790

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

Perigon Wealth Management's AJG Position: Q1 2026 in Review

Perigon Wealth Management increased its Arthur J. Gallagher & Co (AJG) stake by 16% in Q1 2026, buying an estimated $49.4K and bringing the position to 1,579 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #969.

Perigon Wealth Management first reported a position in AJG in Q4 2020 and has held it in 12 quarters since. The position peaked at $520K in Q2 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Perigon Wealth Management held 1,579 shares of Arthur J. Gallagher & Co worth $342K as of Q1 2026.
  • Perigon Wealth Management bought 214 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $49.4K.
  • Arthur J. Gallagher & Co made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #969 holding.
  • Perigon Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2020 and has held it in 12 quarters since.
  • Perigon Wealth Management's Arthur J. Gallagher & Co position peaked at $520K in Q2 2025.
  • 1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.