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

Rialto 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	$14.9K	Buy	69 +10	+17%	+$2.31K	﹤0.01%	424
2025 Q4	$15.3K	Sell	59 -5	-8%	-$1.32K	﹤0.01%	395
2025 Q3	$19.8K	Buy	64 +6	+10%	+$1.81K	0.01%	356
2025 Q2	$18.6K	Sell	58 -3	-5%	-$989	0.01%	361
2025 Q1	$21.1K	Buy	+61	New	+$19.3K	0.01%	342

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

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

Rialto Wealth Management increased its Arthur J. Gallagher & Co (AJG) stake by 17% in Q1 2026, buying an estimated $2.31K and bringing the position to 69 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Rialto Wealth Management first reported a position in AJG in Q1 2025 and has held it in 5 quarters since. The position peaked at $21.1K in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Rialto Wealth Management held 69 shares of Arthur J. Gallagher & Co worth $14.9K as of Q1 2026.
Rialto Wealth Management bought 10 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $2.31K.
Arthur J. Gallagher & Co made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #424 holding.
Rialto Wealth Management first reported a position in Arthur J. Gallagher & Co in Q1 2025 and has held it in 5 quarters since.
Rialto Wealth Management's Arthur J. Gallagher & Co position peaked at $21.1K in Q1 2025.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.