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Principal Securities’s Arthur J. Gallagher & Co AJG Stock Holding History

Principal Securities’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 		$1.98M Sell
9,149
-2,856
-24% -$660K 0.03% 499
2025
Q4 		$3.11M Sell
12,005
-1,990
-14% -$527K 0.05% 337
2025
Q3 		$4.33M Buy
13,995
+1,148
+9% +$346K 0.07% 260
2025
Q2 		$4.11M Buy
12,847
+1,530
+14% +$504K 0.08% 252
2025
Q1 		$3.21M Hold
11,317
– – 0.07% 258
2024
Q4 		$3.21M Buy
11,317
+2,576
+29% +$750K 0.07% 256
2024
Q3 		$2.46M Buy
8,741
+716
+9% +$202K 0.06% 287
2024
Q2 		$2.08M Buy
8,025
+841
+12% +$209K 0.06% 292
2024
Q1 		$1.8M Buy
7,184
+1,491
+26% +$358K 0.06% 297
2023
Q4 		$1.28M Buy
+5,693
New +$1.35M 0.05% 347

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

Principal Securities's AJG Position: Q1 2026 in Review

Principal Securities reduced its Arthur J. Gallagher & Co (AJG) stake by 24% in Q1 2026, selling an estimated $660K and leaving 9,149 shares worth $1.98M. The position accounts for 0.03% of the portfolio, ranked #499.

Principal Securities first reported a position in AJG in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.33M in Q3 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Principal Securities held 9,149 shares of Arthur J. Gallagher & Co worth $1.98M as of Q1 2026.
  • Principal Securities sold 2,856 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $660K.
  • Arthur J. Gallagher & Co made up 0.03% of Principal Securities's portfolio in Q1 2026, its #499 holding.
  • Principal Securities first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Arthur J. Gallagher & Co position peaked at $4.33M in Q3 2025.
  • 1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.