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Principle Wealth Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Principle Wealth Partners’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 		$258K Sell
1,189
-6
-0.5% -$1.39K 0.01% 332
2025
Q4 		$309K Buy
1,195
+3
+0.3% +$794 0.02% 310
2025
Q3 		$369K Hold
1,192
– – 0.02% 273
2025
Q2 		$382K Buy
+1,192
New +$393K 0.02% 267

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

Principle Wealth Partners's AJG Position: Q1 2026 in Review

Principle Wealth Partners reduced its Arthur J. Gallagher & Co (AJG) stake by 0.5% in Q1 2026, selling an estimated $1.39K and leaving 1,189 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #332.

Principle Wealth Partners first reported a position in AJG in Q2 2025 and has held it in 4 quarters since. The position peaked at $382K in Q2 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Principle Wealth Partners held 1,189 shares of Arthur J. Gallagher & Co worth $258K as of Q1 2026.
  • Principle Wealth Partners sold 6 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $1.39K.
  • Arthur J. Gallagher & Co made up 0.01% of Principle Wealth Partners's portfolio in Q1 2026, its #332 holding.
  • Principle Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q2 2025 and has held it in 4 quarters since.
  • Principle Wealth Partners's Arthur J. Gallagher & Co position peaked at $382K in Q2 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.