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Regal Investment Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Regal Investment Advisors’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 		$942K Buy
4,347
+1,218
+39% +$281K 0.05% 299
2025
Q4 		$810K Sell
3,129
-15
-0.5% -$3.97K 0.05% 324
2025
Q3 		$974K Buy
3,144
+923
+42% +$278K 0.06% 265
2025
Q2 		$711K Buy
2,221
+160
+8% +$52.7K 0.05% 290
2025
Q1 		$711K Buy
2,061
+358
+21% +$113K 0.06% 262
2024
Q4 		$483K Buy
1,703
+67
+4% +$19.5K 0.04% 331
2024
Q3 		$460K Buy
1,636
+231
+16% +$65.1K 0.03% 367
2024
Q2 		$364K Buy
1,405
+143
+11% +$35.5K 0.02% 415
2024
Q1 		$316K Buy
1,262
+47
+4% +$11.3K 0.02% 449
2023
Q4 		$273K Buy
1,215
+144
+13% +$34.1K 0.02% 441
2023
Q3 		$244K Buy
1,071
+98
+10% +$21.9K 0.02% 428
2023
Q2 		$214K Buy
+973
New +$202K 0.02% 468
2014
Q4 		– Sell
-200
Closed -$9K – 914
2014
Q3 		$9K Hold
200
– – ﹤0.01% 704
2014
Q2 		$9K Hold
200
– – ﹤0.01% 679
2014
Q1 		$10K Hold
200
– – ﹤0.01% 634
2013
Q4 		$9K Hold
200
– – 0.01% 603
2013
Q3 		$9K Hold
200
– – 0.01% 611
2013
Q2 		$9K Buy
+200
New +$8.66K 0.01% 602

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

Regal Investment Advisors's AJG Position: Q1 2026 in Review

Regal Investment Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 39% in Q1 2026, buying an estimated $281K and bringing the position to 4,347 shares worth $942K. The position accounts for 0.05% of the portfolio, ranked #299.

Regal Investment Advisors first reported a position in AJG in Q2 2013 and has held it in 18 quarters since. The position peaked at $974K in Q3 2025. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Regal Investment Advisors held 4,347 shares of Arthur J. Gallagher & Co worth $942K as of Q1 2026.
  • Regal Investment Advisors bought 1,218 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $281K.
  • Arthur J. Gallagher & Co made up 0.05% of Regal Investment Advisors's portfolio in Q1 2026, its #299 holding.
  • Regal Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2013 and has held it in 18 quarters since.
  • Regal Investment Advisors's Arthur J. Gallagher & Co position peaked at $974K in Q3 2025.
  • 1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.