PAG
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Private Advisory Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Private Advisory Group’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 		$369K Sell
1,704
-862
-34% -$199K 0.02% 228
2025
Q4 		$664K Sell
2,566
-609
-19% -$161K 0.05% 145
2025
Q3 		$983K Buy
3,175
+39
+1% +$11.8K 0.08% 124
2025
Q2 		$1M Sell
3,136
-267
-8% -$88K 0.09% 129
2025
Q1 		$1.17M Buy
3,403
+242
+8% +$76.4K 0.13% 103
2024
Q4 		$897K Sell
3,161
-589
-16% -$171K 0.1% 125
2024
Q3 		$1.06M Sell
3,750
-48
-1% -$13.5K 0.13% 111
2024
Q2 		$985K Sell
3,798
-5
-0.1% -$1.24K 0.13% 103
2024
Q1 		$951K Sell
3,803
-301
-7% -$72.4K 0.14% 101
2023
Q4 		$923K Buy
4,104
+455
+12% +$108K 0.16% 101
2023
Q3 		$832K Hold
3,649
– – 0.16% 107
2023
Q2 		$801K Hold
3,649
– – 0.16% 121
2023
Q1 		$698K Hold
3,649
– – 0.15% 103
2022
Q4 		$688K Hold
3,649
– – 0.15% 115
2022
Q3 		$625K Hold
3,649
– – 0.14% 113
2022
Q2 		$595K Hold
3,649
– – 0.13% 98
2022
Q1 		$637K Hold
3,649
– – 0.12% 105
2021
Q4 		$619K Hold
3,649
– – 0.12% 96
2021
Q3 		$542K Hold
3,649
– – 0.13% 91
2021
Q2 		$511K Hold
3,649
– – 0.13% 91
2021
Q1 		$455K Hold
3,649
– – 0.13% 102
2020
Q4 		$451K Sell
3,649
-130
-3% -$14.8K 0.15% 100
2020
Q3 		$399K Buy
+3,779
New +$392K 0.16% 86
2017
Q3 		– Sell
-4,779
Closed -$274K – 119
2017
Q2 		$274K Buy
4,779
+32
+0.7% +$1.81K 0.16% 110
2017
Q1 		$268K Buy
4,747
+32
+0.7% +$1.76K 0.18% 112
2016
Q4 		$245K Buy
+4,715
New +$237K 0.17% 115

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

Private Advisory Group's AJG Position: Q1 2026 in Review

Private Advisory Group reduced its Arthur J. Gallagher & Co (AJG) stake by 34% in Q1 2026, selling an estimated $199K and leaving 1,704 shares worth $369K. The position accounts for 0.02% of the portfolio, ranked #228.

Private Advisory Group first reported a position in AJG in Q4 2016 and has held it in 26 quarters since. The position peaked at $1.17M in Q1 2025. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Private Advisory Group held 1,704 shares of Arthur J. Gallagher & Co worth $369K as of Q1 2026.
  • Private Advisory Group sold 862 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $199K.
  • Arthur J. Gallagher & Co made up 0.02% of Private Advisory Group's portfolio in Q1 2026, its #228 holding.
  • Private Advisory Group first reported a position in Arthur J. Gallagher & Co in Q4 2016 and has held it in 26 quarters since.
  • Private Advisory Group's Arthur J. Gallagher & Co position peaked at $1.17M in Q1 2025.
  • 1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.