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

Quotient 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 		$357K Sell
1,649
-273
-14% -$63.1K 0.01% 252
2025
Q4 		$497K Sell
1,922
-142
-7% -$37.6K 0.01% 194
2025
Q3 		$639K Buy
2,064
+370
+22% +$112K 0.02% 160
2025
Q2 		$542K Buy
1,694
+151
+10% +$49.8K 0.02% 175
2025
Q1 		$533K Sell
1,543
-57
-4% -$18K 0.02% 169
2024
Q4 		$454K Buy
1,600
+55
+4% +$16K 0.01% 186
2024
Q3 		$435K Sell
1,545
-356
-19% -$100K 0.01% 189
2024
Q2 		$493K Sell
1,901
-1,671
-47% -$415K 0.02% 174
2024
Q1 		$893K Sell
3,572
-975
-21% -$234K 0.03% 114
2023
Q4 		$1.02M Buy
+4,547
New +$1.08M 0.04% 116

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

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

Quotient Wealth Partners reduced its Arthur J. Gallagher & Co (AJG) stake by 14% in Q1 2026, selling an estimated $63.1K and leaving 1,649 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #252.

Quotient Wealth Partners first reported a position in AJG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.02M in Q4 2023. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Quotient Wealth Partners held 1,649 shares of Arthur J. Gallagher & Co worth $357K as of Q1 2026.
  • Quotient Wealth Partners sold 273 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $63.1K.
  • Arthur J. Gallagher & Co made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #252 holding.
  • Quotient Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 10 quarters since.
  • Quotient Wealth Partners's Arthur J. Gallagher & Co position peaked at $1.02M in Q4 2023.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.