Provident Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Provident Wealth Management’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	$1.69M	Hold	7,819	–	–	0.51%	29
2025 Q4	$2.02M	Hold	7,819	–	–	0.6%	25
2025 Q3	$2.42M	Hold	7,819	–	–	0.73%	20
2025 Q2	$2.5M	Hold	7,819	–	–	0.82%	16
2025 Q1	$2.7M	Buy	7,819 +731	+10%	+$231K	0.93%	17
2024 Q4	$2.01M	Hold	7,088	–	–	0.67%	25
2024 Q3	$1.99M	Hold	7,088	–	–	0.68%	26
2024 Q2	$1.84M	Sell	7,088 -197	-3%	-$48.9K	0.67%	26
2024 Q1	$1.82M	Buy	+7,285	New	+$1.75M	0.68%	28

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

Provident Wealth Management's AJG Position: Q1 2026 in Review

Provident Wealth Management held its Arthur J. Gallagher & Co (AJG) position steady in Q1 2026 at 7,819 shares worth $1.69M. The position accounts for 0.51% of the portfolio, ranked #29.

Provident Wealth Management first reported a position in AJG in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.7M in Q1 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Provident Wealth Management held 7,819 shares of Arthur J. Gallagher & Co worth $1.69M as of Q1 2026.
Provident Wealth Management left its Arthur J. Gallagher & Co share count unchanged in Q1 2026.
Arthur J. Gallagher & Co made up 0.51% of Provident Wealth Management's portfolio in Q1 2026, its #29 holding.
Provident Wealth Management first reported a position in Arthur J. Gallagher & Co in Q1 2024 and has held it in 9 quarters since.
Provident Wealth Management's Arthur J. Gallagher & Co position peaked at $2.7M in Q1 2025.
1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Provident Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.