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Personal CFO Solutions’s Arthur J. Gallagher & Co AJG Stock Holding History

Personal CFO Solutions’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 		$544K Buy
2,510
+271
+12% +$62.6K 0.08% 236
2025
Q4 		$579K Buy
2,239
+170
+8% +$45K 0.09% 208
2025
Q3 		$641K Sell
2,069
-31
-1% -$9.35K 0.11% 186
2025
Q2 		$672K Sell
2,100
-60
-3% -$19.8K 0.12% 173
2025
Q1 		$746K Buy
2,160
+346
+19% +$109K 0.15% 148
2024
Q4 		$515K Buy
1,814
+239
+15% +$69.6K 0.1% 199
2024
Q3 		$443K Sell
1,575
-117
-7% -$33K 0.06% 291
2024
Q2 		$439K Sell
1,692
-8
-0.5% -$1.99K 0.07% 278
2024
Q1 		$425K Sell
1,700
-31
-2% -$7.45K 0.07% 295
2023
Q4 		$389K Buy
1,731
+120
+7% +$28.4K 0.07% 299
2023
Q3 		$367K Sell
1,611
-15
-0.9% -$3.36K 0.07% 275
2023
Q2 		$357K Sell
1,626
-72
-4% -$15K 0.07% 289
2023
Q1 		$325K Buy
1,698
+74
+5% +$14K 0.07% 288
2022
Q4 		$306K Buy
1,624
+127
+8% +$23.8K 0.06% 288
2022
Q3 		$256K Buy
+1,497
New +$266K 0.06% 287

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

Personal CFO Solutions's AJG Position: Q1 2026 in Review

Personal CFO Solutions increased its Arthur J. Gallagher & Co (AJG) stake by 12% in Q1 2026, buying an estimated $62.6K and bringing the position to 2,510 shares worth $544K. The position accounts for 0.08% of the portfolio, ranked #236.

Personal CFO Solutions first reported a position in AJG in Q3 2022 and has held it in 15 quarters since. The position peaked at $746K in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Personal CFO Solutions held 2,510 shares of Arthur J. Gallagher & Co worth $544K as of Q1 2026.
  • Personal CFO Solutions bought 271 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $62.6K.
  • Arthur J. Gallagher & Co made up 0.08% of Personal CFO Solutions's portfolio in Q1 2026, its #236 holding.
  • Personal CFO Solutions first reported a position in Arthur J. Gallagher & Co in Q3 2022 and has held it in 15 quarters since.
  • Personal CFO Solutions's Arthur J. Gallagher & Co position peaked at $746K in Q1 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.