Raymond James Financial
AJG icon

Raymond James Financial’s Arthur J. Gallagher & Co AJG Stock Holding History

Raymond James Financial’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 		$107M Sell
495,544
-41,141
-8% -$9.5M 0.03% 490
2025
Q4 		$139M Sell
536,685
-60,935
-10% -$16.1M 0.04% 382
2025
Q3 		$185M Buy
597,620
+16,038
+3% +$4.83M 0.06% 291
2025
Q2 		$186M Buy
581,582
+351
+0.1% +$116K 0.06% 281
2025
Q1 		$201M Buy
581,231
+6,679
+1% +$2.11M 0.08% 241
2024
Q4 		$163M Buy
+574,552
New +$167M 0.06% 288

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

Raymond James Financial's AJG Position: Q1 2026 in Review

Raymond James Financial reduced its Arthur J. Gallagher & Co (AJG) stake by 7.7% in Q1 2026, selling an estimated $9.5M and leaving 495,544 shares worth $107M. The position accounts for 0.03% of the portfolio, ranked #490.

Raymond James Financial first reported a position in AJG in Q4 2024 and has held it in 6 quarters since. The position peaked at $201M in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Raymond James Financial held 495,544 shares of Arthur J. Gallagher & Co worth $107M as of Q1 2026.
  • Raymond James Financial sold 41,141 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $9.5M.
  • Arthur J. Gallagher & Co made up 0.03% of Raymond James Financial's portfolio in Q1 2026, its #490 holding.
  • Raymond James Financial first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Arthur J. Gallagher & Co position peaked at $201M in Q1 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.