Rockefeller Capital Management
AJG icon

Rockefeller Capital Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Rockefeller Capital 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 		$6.67M Buy
30,773
+900
+3% +$208K 0.01% 817
2025
Q4 		$7.73M Buy
29,873
+1,654
+6% +$438K 0.01% 744
2025
Q3 		$8.74M Sell
28,219
-490
-2% -$148K 0.02% 663
2025
Q2 		$9.19M Buy
28,709
+924
+3% +$305K 0.02% 628
2025
Q1 		$9.59M Buy
27,785
+9,986
+56% +$3.15M 0.02% 576
2024
Q4 		$5.05M Buy
17,799
+49
+0.3% +$14.3K 0.01% 718
2024
Q3 		$4.99M Buy
17,750
+2,819
+19% +$795K 0.01% 707
2024
Q2 		$3.87M Buy
14,931
+4,379
+41% +$1.09M 0.01% 776
2024
Q1 		$2.64M Buy
+10,552
New +$2.54M 0.01% 897
2023
Q3 		– Sell
-8,968
Closed -$1.97M – 1489
2023
Q2 		$1.97M Buy
8,968
+341
+4% +$71K 0.01% 848
2023
Q1 		$1.65M Buy
8,627
+457
+6% +$86.7K 0.01% 885
2022
Q4 		$1.54M Buy
8,170
+1,553
+23% +$290K 0.01% 851
2022
Q3 		$1.13M Buy
6,617
+16
+0.2% +$2.84K 0.01% 962
2022
Q2 		$1.08M Buy
6,601
+97
+1% +$16.1K 0.01% 969
2022
Q1 		$1.14M Buy
6,504
+90
+1% +$14.3K 0.01% 1006
2021
Q4 		$1.09M Sell
6,414
-719
-10% -$117K 0.01% 1026
2021
Q3 		$1.06M Buy
7,133
+856
+14% +$122K 0.01% 978
2021
Q2 		$879K Buy
6,277
+4,190
+201% +$592K 0.01% 973
2021
Q1 		$260K Sell
2,087
-56
-3% -$6.76K ﹤0.01% 1250
2020
Q4 		$264K Buy
2,143
+826
+63% +$94.1K ﹤0.01% 1102
2020
Q3 		$139K Buy
1,317
+172
+15% +$17.8K ﹤0.01% 1157
2020
Q2 		$112K Sell
1,145
-5,896
-84% -$522K ﹤0.01% 1126
2020
Q1 		$574K Sell
7,041
-150
-2% -$14.4K 0.01% 582
2019
Q4 		$685K Sell
7,191
-576
-7% -$52.8K 0.01% 514
2019
Q3 		$696K Buy
7,767
+7,189
+1,244% +$646K 0.01% 443
2019
Q2 		$51K Sell
578
-421
-42% -$35.1K ﹤0.01% 808
2019
Q1 		$78K Buy
999
+862
+629% +$66.4K ﹤0.01% 815
2018
Q4 		$10K Hold
137
– – ﹤0.01% 694
2018
Q3 		$10K Hold
137
– – ﹤0.01% 574
2018
Q2 		$9K Buy
+137
New +$9.28K ﹤0.01% 611

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

Rockefeller Capital Management's AJG Position: Q1 2026 in Review

Rockefeller Capital Management increased its Arthur J. Gallagher & Co (AJG) stake by 3% in Q1 2026, buying an estimated $208K and bringing the position to 30,773 shares worth $6.67M. The position accounts for 0.01% of the portfolio, ranked #817.

Rockefeller Capital Management first reported a position in AJG in Q2 2018 and has held it in 30 quarters since. The position peaked at $9.59M in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Rockefeller Capital Management held 30,773 shares of Arthur J. Gallagher & Co worth $6.67M as of Q1 2026.
  • Rockefeller Capital Management bought 900 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $208K.
  • Arthur J. Gallagher & Co made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #817 holding.
  • Rockefeller Capital Management first reported a position in Arthur J. Gallagher & Co in Q2 2018 and has held it in 30 quarters since.
  • Rockefeller Capital Management's Arthur J. Gallagher & Co position peaked at $9.59M in Q1 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

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