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Plato Investment Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Plato Investment 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 		$358K Hold
1,652
– – 0.02% 368
2025
Q4 		$430K Hold
1,652
– – 0.03% 353
2025
Q3 		$508K Hold
1,652
– – 0.03% 341
2025
Q2 		$527K Buy
1,652
+1
+0.1% +$330 0.04% 339
2025
Q1 		$576K Hold
1,651
– – 0.05% 316
2024
Q4 		$470K Hold
1,651
– – 0.03% 340
2024
Q3 		$464K Hold
1,651
– – 0.04% 320
2024
Q2 		$428K Hold
1,651
– – 0.04% 286
2024
Q1 		$413K Buy
1,651
+1,197
+264% +$288K 0.04% 276
2023
Q4 		$102K Buy
+454
New +$108K 0.13% 155

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

Plato Investment Management's AJG Position: Q1 2026 in Review

Plato Investment Management held its Arthur J. Gallagher & Co (AJG) position steady in Q1 2026 at 1,652 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #368.

Plato Investment Management first reported a position in AJG in Q4 2023 and has held it in 10 quarters since. The position peaked at $576K in Q1 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Plato Investment Management held 1,652 shares of Arthur J. Gallagher & Co worth $358K as of Q1 2026.
  • Plato Investment Management left its Arthur J. Gallagher & Co share count unchanged in Q1 2026.
  • Arthur J. Gallagher & Co made up 0.02% of Plato Investment Management's portfolio in Q1 2026, its #368 holding.
  • Plato Investment Management first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 10 quarters since.
  • Plato Investment Management's Arthur J. Gallagher & Co position peaked at $576K in Q1 2025.
  • 1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.