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

Robertson Stephens 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 		– Sell
-1,857
Closed -$481K – 618
2025
Q4 		$481K Buy
+1,857
New +$492K 0.01% 435
2024
Q4 		– Sell
-768
Closed -$216K – 559
2024
Q3 		$216K Buy
+768
New +$217K 0.01% 592

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

Robertson Stephens Wealth Management's AJG Position: Q1 2026 in Review

Robertson Stephens Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 1,857 shares — an estimated $481K sold.

Robertson Stephens Wealth Management first reported a position in AJG in Q3 2024 and held it in 2 quarters. The position peaked at $481K in Q4 2025. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Robertson Stephens Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 1,857 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $481K.
  • Robertson Stephens Wealth Management first reported a position in Arthur J. Gallagher & Co in Q3 2024 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's Arthur J. Gallagher & Co position peaked at $481K in Q4 2025.
  • 1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.