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Roble Belko & Company’s Arthur J. Gallagher & Co AJG Stock Holding History

Roble Belko & Company’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 		$310K Buy
1,431
+200
+16% +$46.2K 0.04% 103
2025
Q4 		$319K Hold
1,231
– – 0.04% 100
2025
Q3 		$381K Buy
1,231
+202
+20% +$60.9K 0.05% 84
2025
Q2 		$329K Hold
1,029
– – 0.05% 92
2025
Q1 		$355K Sell
1,029
-73
-7% -$23.1K 0.06% 86
2024
Q4 		$313K Hold
1,102
– – 0.05% 91
2024
Q3 		$310K Sell
1,102
-21
-2% -$5.92K 0.05% 87
2024
Q2 		$291K Hold
1,123
– – 0.05% 88
2024
Q1 		$281K Sell
1,123
-62
-5% -$14.9K 0.05% 87
2023
Q4 		$266K Buy
1,185
+23
+2% +$5.45K 0.05% 78
2023
Q3 		$265K Hold
1,162
– – 0.05% 77
2023
Q2 		$255K Hold
1,162
– – 0.05% 76
2023
Q1 		$222K Sell
1,162
-135
-10% -$25.6K 0.05% 89
2022
Q4 		$245K Sell
1,297
-25
-2% -$4.68K 0.05% 85
2022
Q3 		$226K Sell
1,322
-103
-7% -$18.3K 0.05% 82
2022
Q2 		$232K Sell
1,425
-290
-17% -$48.1K 0.05% 89
2022
Q1 		$299K Sell
1,715
-54
-3% -$8.61K 0.06% 78
2021
Q4 		$300K Buy
1,769
+101
+6% +$16.5K 0.06% 77
2021
Q3 		$248K Buy
+1,668
New +$239K 0.05% 83

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

Roble Belko & Company's AJG Position: Q1 2026 in Review

Roble Belko & Company increased its Arthur J. Gallagher & Co (AJG) stake by 16% in Q1 2026, buying an estimated $46.2K and bringing the position to 1,431 shares worth $310K. The position accounts for 0.04% of the portfolio, ranked #103.

Roble Belko & Company first reported a position in AJG in Q3 2021 and has held it in 19 quarters since. The position peaked at $381K in Q3 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Roble Belko & Company held 1,431 shares of Arthur J. Gallagher & Co worth $310K as of Q1 2026.
  • Roble Belko & Company bought 200 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $46.2K.
  • Arthur J. Gallagher & Co made up 0.04% of Roble Belko & Company's portfolio in Q1 2026, its #103 holding.
  • Roble Belko & Company first reported a position in Arthur J. Gallagher & Co in Q3 2021 and has held it in 19 quarters since.
  • Roble Belko & Company's Arthur J. Gallagher & Co position peaked at $381K in Q3 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.