PWPS
AJG icon

Pinnacle Wealth Planning Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.47M Buy
6,799
+575
+9% +$133K 0.15% 80
2025
Q4 		$1.61M Sell
6,224
-820
-12% -$217K 0.17% 67
2025
Q3 		$2.18M Sell
7,044
-366
-5% -$110K 0.26% 53
2025
Q2 		$2.37M Buy
7,410
+284
+4% +$93.6K 0.31% 41
2025
Q1 		$2.46M Sell
7,126
-842
-11% -$266K 0.37% 41
2024
Q4 		$2.26M Sell
7,968
-460
-5% -$134K 0.34% 41
2024
Q3 		$2.37M Sell
8,428
-158
-2% -$44.6K 0.32% 46
2024
Q2 		$2.23M Buy
8,586
+139
+2% +$34.5K 0.32% 49
2024
Q1 		$2.11M Sell
8,447
-2,021
-19% -$486K 0.31% 52
2023
Q4 		$2.35M Sell
10,468
-88
-0.8% -$20.8K 0.37% 41
2023
Q3 		$2.41M Sell
10,556
-123
-1% -$27.5K 0.4% 41
2023
Q2 		$2.34M Sell
10,679
-439
-4% -$91.4K 0.38% 42
2023
Q1 		$2.13M Sell
11,118
-337
-3% -$63.9K 0.35% 47
2022
Q4 		$2.16M Buy
11,455
+336
+3% +$62.8K 0.38% 44
2022
Q3 		$1.9M Sell
11,119
-450
-4% -$79.9K 0.35% 50
2022
Q2 		$1.89M Buy
11,569
+515
+5% +$85.5K 0.34% 51
2022
Q1 		$1.93M Sell
11,054
-12
-0.1% -$1.91K 0.35% 49
2021
Q4 		$1.88M Sell
11,066
-22
-0.2% -$3.6K 0.37% 55
2021
Q3 		$1.65M Sell
11,088
-52
-0.5% -$7.44K 0.36% 56
2021
Q2 		$1.56M Sell
11,140
-7
-0.1% -$989 0.36% 55
2021
Q1 		$1.39M Buy
11,147
+8,792
+373% +$1.06M 0.36% 58
2020
Q4 		$292K Buy
2,355
+44
+2% +$5.01K 0.07% 202
2020
Q3 		$244K Sell
2,311
-6
-0.3% -$622 0.08% 195
2020
Q2 		$225K Buy
+2,317
New +$205K 0.07% 202
2020
Q1 		– Sell
-20,767
Closed -$1.98M – 237
2019
Q4 		$1.98M Buy
+20,767
New +$1.9M 0.93% 19

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 Wealth Planning Services's AJG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Arthur J. Gallagher & Co (AJG) stake by 9.2% in Q1 2026, buying an estimated $133K and bringing the position to 6,799 shares worth $1.47M. The position accounts for 0.15% of the portfolio, ranked #80.

Pinnacle Wealth Planning Services first reported a position in AJG in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.46M in Q1 2025. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Pinnacle Wealth Planning Services held 6,799 shares of Arthur J. Gallagher & Co worth $1.47M as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 575 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $133K.
  • Arthur J. Gallagher & Co made up 0.15% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #80 holding.
  • Pinnacle Wealth Planning Services first reported a position in Arthur J. Gallagher & Co in Q4 2019 and has held it in 25 quarters since.
  • Pinnacle Wealth Planning Services's Arthur J. Gallagher & Co position peaked at $2.46M in Q1 2025.
  • 1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.