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Richardson Financial Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Richardson Financial Services’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 		$27.5K Buy
127
+77
+154% +$17.8K 0.02% 383
2025
Q4 		$12.9K Sell
50
-166
-77% -$43.9K ﹤0.01% 454
2025
Q3 		$66.9K Buy
216
+52
+32% +$15.7K 0.04% 255
2025
Q2 		$52.4K Buy
164
+2
+1% +$659 0.04% 251
2025
Q1 		$55.9K Hold
162
– – 0.04% 236
2024
Q4 		$46.1K Sell
162
-73
-31% -$21.2K 0.03% 265
2024
Q3 		$60.9K Hold
235
– – 0.04% 245
2024
Q2 		$60.9K Hold
235
– – 0.04% 231
2024
Q1 		$58.8K Buy
235
+115
+96% +$27.6K 0.04% 235
2023
Q4 		$27K Buy
+120
New +$28.4K 0.02% 260

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

Richardson Financial Services's AJG Position: Q1 2026 in Review

Richardson Financial Services increased its Arthur J. Gallagher & Co (AJG) stake by 154% in Q1 2026, buying an estimated $17.8K and bringing the position to 127 shares worth $27.5K. The position accounts for 0.02% of the portfolio, ranked #383.

Richardson Financial Services first reported a position in AJG in Q4 2023 and has held it in 10 quarters since. The position peaked at $66.9K in Q3 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Richardson Financial Services held 127 shares of Arthur J. Gallagher & Co worth $27.5K as of Q1 2026.
  • Richardson Financial Services bought 77 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $17.8K.
  • Arthur J. Gallagher & Co made up 0.02% of Richardson Financial Services's portfolio in Q1 2026, its #383 holding.
  • Richardson Financial Services first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 10 quarters since.
  • Richardson Financial Services's Arthur J. Gallagher & Co position peaked at $66.9K in Q3 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.