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Pinnacle Associates’s Arthur J. Gallagher & Co AJG Stock Holding History

Pinnacle Associates’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 		$842K Buy
3,887
+41
+1% +$9.47K 0.01% 550
2025
Q4 		$995K Sell
3,846
-76
-2% -$20.1K 0.01% 517
2025
Q3 		$1.21M Sell
3,922
-31
-0.8% -$9.35K 0.02% 476
2025
Q2 		$1.27M Buy
3,953
+144
+4% +$47.5K 0.02% 462
2025
Q1 		$1.31M Sell
3,809
-78
-2% -$24.6K 0.02% 438
2024
Q4 		$1.1M Buy
3,887
+2,421
+165% +$705K 0.02% 469
2024
Q3 		$330K Sell
1,466
-2,497
-63% -$704K 0.01% 652
2024
Q2 		$1.03M Buy
3,963
+2,495
+170% +$619K 0.02% 463
2024
Q1 		$367K Buy
1,468
+2
+0.1% +$481 0.01% 648
2023
Q4 		$330K Sell
1,466
-88
-6% -$20.8K 0.01% 662
2023
Q3 		$354K Buy
1,554
+14
+0.9% +$3.13K 0.01% 628
2023
Q2 		$338K Buy
1,540
+21
+1% +$4.37K 0.01% 649
2023
Q1 		$291K Sell
1,519
-50
-3% -$9.49K 0.01% 629
2022
Q4 		$296K Buy
1,569
+122
+8% +$22.8K 0.01% 614
2022
Q3 		$248K Buy
+1,447
New +$257K 0.01% 645

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

Pinnacle Associates's AJG Position: Q1 2026 in Review

Pinnacle Associates increased its Arthur J. Gallagher & Co (AJG) stake by 1.1% in Q1 2026, buying an estimated $9.47K and bringing the position to 3,887 shares worth $842K. The position accounts for 0.01% of the portfolio, ranked #550.

Pinnacle Associates first reported a position in AJG in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.31M in Q1 2025. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Pinnacle Associates held 3,887 shares of Arthur J. Gallagher & Co worth $842K as of Q1 2026.
  • Pinnacle Associates bought 41 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $9.47K.
  • Arthur J. Gallagher & Co made up 0.01% of Pinnacle Associates's portfolio in Q1 2026, its #550 holding.
  • Pinnacle Associates first reported a position in Arthur J. Gallagher & Co in Q3 2022 and has held it in 15 quarters since.
  • Pinnacle Associates's Arthur J. Gallagher & Co position peaked at $1.31M in Q1 2025.
  • 1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.