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Prosperity Consulting Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Prosperity Consulting 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 		$990K Sell
4,570
-4,957
-52% -$1.14M 0.04% 249
2025
Q4 		$2.47M Sell
9,527
-1,862
-16% -$493K 0.11% 137
2025
Q3 		$3.53M Buy
11,389
+145
+1% +$43.7K 0.17% 103
2025
Q2 		$3.6M Sell
11,244
-570
-5% -$188K 0.26% 88
2025
Q1 		$4.08M Sell
11,814
-1,239
-9% -$391K 0.32% 78
2024
Q4 		$3.71M Buy
13,053
+1,023
+9% +$298K 0.28% 82
2024
Q3 		$3.38M Buy
12,030
+4,637
+63% +$1.31M 0.26% 89
2024
Q2 		$1.92M Buy
7,393
+440
+6% +$109K 0.26% 104
2024
Q1 		$1.74M Buy
6,953
+440
+7% +$106K 0.22% 108
2023
Q4 		$1.46M Buy
6,513
+1,303
+25% +$309K 0.49% 46
2023
Q3 		$1.19M Buy
5,210
+1,748
+50% +$391K 0.55% 47
2023
Q2 		$760K Sell
3,462
-219
-6% -$45.6K 0.47% 48
2023
Q1 		$704K Sell
3,681
-55
-1% -$10.4K 0.45% 55
2022
Q4 		$704K Sell
3,736
-128
-3% -$23.9K 0.47% 56
2022
Q3 		$662K Sell
3,864
-80
-2% -$14.2K 0.54% 48
2022
Q2 		$643K Sell
3,944
-237
-6% -$39.3K 0.56% 46
2022
Q1 		$730K Buy
4,181
+85
+2% +$13.6K 0.54% 47
2021
Q4 		$644K Buy
+4,096
New +$669K 0.48% 50

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

Prosperity Consulting Group's AJG Position: Q1 2026 in Review

Prosperity Consulting Group reduced its Arthur J. Gallagher & Co (AJG) stake by 52% in Q1 2026, selling an estimated $1.14M and leaving 4,570 shares worth $990K. The position accounts for 0.04% of the portfolio, ranked #249.

Prosperity Consulting Group first reported a position in AJG in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.08M in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Prosperity Consulting Group held 4,570 shares of Arthur J. Gallagher & Co worth $990K as of Q1 2026.
  • Prosperity Consulting Group sold 4,957 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $1.14M.
  • Arthur J. Gallagher & Co made up 0.04% of Prosperity Consulting Group's portfolio in Q1 2026, its #249 holding.
  • Prosperity Consulting Group first reported a position in Arthur J. Gallagher & Co in Q4 2021 and has held it in 18 quarters since.
  • Prosperity Consulting Group's Arthur J. Gallagher & Co position peaked at $4.08M in Q1 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.