Portfolio Design Labs’s Arthur J. Gallagher & Co AJG Stock Holding History

Portfolio Design Labs’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	$1.12M	Buy	5,193 +177	+4%	+$40.9K	0.2%	108
2025 Q4	$1.3M	Buy	5,016 +81	+2%	+$21.4K	0.21%	118
2025 Q3	$1.53M	Buy	4,935 +2,404	+95%	+$725K	0.26%	87
2025 Q2	$810K	Sell	2,531 -2,312	-48%	-$762K	0.16%	87
2025 Q1	$1.67M	Sell	4,843 -2,344	-33%	-$740K	0.35%	80
2024 Q4	$2.04M	Sell	7,187 -362	-5%	-$105K	0.42%	84
2024 Q3	$2.12M	Sell	7,549 -5,836	-44%	-$1.65M	0.59%	49
2024 Q2	$3.47M	Buy	13,385 +973	+8%	+$241K	1.07%	25
2024 Q1	$3.1M	Buy	12,412 +1,332	+12%	+$320K	1.04%	31
2023 Q4	$2.49M	Buy	+11,080	New	+$2.62M	0.94%	35

Other funds holding AJG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Portfolio Design Labs's AJG Position: Q1 2026 in Review

Portfolio Design Labs increased its Arthur J. Gallagher & Co (AJG) stake by 3.5% in Q1 2026, buying an estimated $40.9K and bringing the position to 5,193 shares worth $1.12M. The position accounts for 0.2% of the portfolio, ranked #108.

Portfolio Design Labs first reported a position in AJG in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.47M in Q2 2024. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Portfolio Design Labs held 5,193 shares of Arthur J. Gallagher & Co worth $1.12M as of Q1 2026.
Portfolio Design Labs bought 177 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $40.9K.
Arthur J. Gallagher & Co made up 0.2% of Portfolio Design Labs's portfolio in Q1 2026, its #108 holding.
Portfolio Design Labs first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 10 quarters since.
Portfolio Design Labs's Arthur J. Gallagher & Co position peaked at $3.47M in Q2 2024.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.