RWA
AJG icon

River Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

River Wealth 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 		– Sell
-843
Closed -$218K – 206
2025
Q4 		$218K Sell
843
-524
-38% -$139K 0.02% 200
2025
Q3 		$423K Sell
1,367
-14
-1% -$4.22K 0.05% 162
2025
Q2 		$442K Sell
1,381
-18
-1% -$5.93K 0.06% 160
2025
Q1 		$483K Sell
1,399
-27
-2% -$8.53K 0.07% 148
2024
Q4 		$405K Sell
1,426
-34
-2% -$9.89K 0.05% 167
2024
Q3 		$411K Buy
1,460
+24
+2% +$6.77K 0.05% 160
2024
Q2 		$372K Sell
1,436
-90
-6% -$22.3K 0.05% 158
2024
Q1 		$382K Sell
1,526
-51
-3% -$12.3K 0.06% 157
2023
Q4 		$355K Sell
1,577
-47
-3% -$11.1K 0.06% 163
2023
Q3 		$370K Sell
1,624
-235
-13% -$52.6K 0.07% 153
2023
Q2 		$408K Sell
1,859
-3
-0.2% -$624 0.07% 160
2023
Q1 		$356K Buy
1,862
+184
+11% +$34.9K 0.06% 168
2022
Q4 		$316K Buy
1,678
+10
+0.6% +$1.87K 0.06% 177
2022
Q3 		$286K Buy
1,668
+11
+0.7% +$1.95K 0.06% 174
2022
Q2 		$270K Buy
1,657
+15
+0.9% +$2.49K 0.05% 191
2022
Q1 		$287K Buy
1,642
+8
+0.5% +$1.27K 0.05% 193
2021
Q4 		$277K Buy
1,634
+96
+6% +$15.7K 0.04% 199
2021
Q3 		$229K Sell
1,538
-159
-9% -$22.8K 0.04% 205
2021
Q2 		$238K Buy
1,697
+69
+4% +$9.75K 0.04% 197
2021
Q1 		$203K Sell
1,628
-39
-2% -$4.71K 0.04% 206
2020
Q4 		$206K Buy
+1,667
New +$190K 0.04% 198
2019
Q1 		– Sell
-546
Closed -$40K – 161
2018
Q4 		$40K Hold
546
– – 0.02% 269
2018
Q3 		$41K Buy
546
+182
+50% +$13K 0.02% 297
2018
Q2 		$24K Buy
+364
New +$24.6K 0.01% 336

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

River Wealth Advisors's AJG Position: Q1 2026 in Review

River Wealth Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 843 shares — an estimated $218K sold.

River Wealth Advisors first reported a position in AJG in Q2 2018 and held it in 24 quarters. The position peaked at $483K in Q1 2025. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • River Wealth Advisors reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • River Wealth Advisors sold 843 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $218K.
  • River Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2018 and held it in 24 quarters.
  • River Wealth Advisors's Arthur J. Gallagher & Co position peaked at $483K in Q1 2025.
  • 1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.