Rakuten Investment Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Rakuten Investment 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	$8.23M	Buy	38,129 +4,364	+13%	+$1.01M	0.02%	190
2025 Q4	$8.88M	Sell	33,765 -6,194	-16%	-$1.64M	0.03%	183
2025 Q3	$1.95M	Buy	+39,959	New	+$12M	0.01%	420
2025 Q1	$7.88M	Buy	+23,123	New	+$7.3M	0.04%	135
2024 Q3	$3.47M	Buy	12,404 +3,124	+34%	+$881K	0.02%	151
2024 Q2	$2.41M	Buy	9,280 +3,458	+59%	+$858K	0.02%	153
2024 Q1	$1.46M	Buy	5,822 +5,288	+990%	+$1.27M	0.01%	162
2023 Q4	$119K	Buy	+534	New	+$126K	﹤0.01%	157

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

Rakuten Investment Management's AJG Position: Q1 2026 in Review

Rakuten Investment Management increased its Arthur J. Gallagher & Co (AJG) stake by 13% in Q1 2026, buying an estimated $1.01M and bringing the position to 38,129 shares worth $8.23M. The position accounts for 0.02% of the portfolio, ranked #190.

Rakuten Investment Management first reported a position in AJG in Q4 2023 and has held it in 8 quarters since. The position peaked at $8.88M in Q4 2025. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Rakuten Investment Management held 38,129 shares of Arthur J. Gallagher & Co worth $8.23M as of Q1 2026.
Rakuten Investment Management bought 4,364 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $1.01M.
Arthur J. Gallagher & Co made up 0.02% of Rakuten Investment Management's portfolio in Q1 2026, its #190 holding.
Rakuten Investment Management first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 8 quarters since.
Rakuten Investment Management's Arthur J. Gallagher & Co position peaked at $8.88M in Q4 2025.
1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.