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

Roundview Capital’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 		$536K Buy
2,476
+88
+4% +$20.3K 0.03% 259
2025
Q4 		$618K Sell
2,388
-2,988
-56% -$791K 0.04% 236
2025
Q3 		$1.67M Buy
5,376
+2,980
+124% +$898K 0.11% 171
2025
Q2 		$767K Sell
2,396
-43
-2% -$14.2K 0.05% 233
2025
Q1 		$842K Buy
2,439
+10
+0.4% +$3.16K 0.06% 215
2024
Q4 		$689K Hold
2,429
– – 0.05% 246
2024
Q3 		$683K Buy
2,429
+33
+1% +$9.31K 0.05% 249
2024
Q2 		$621K Hold
2,396
– – 0.05% 242
2024
Q1 		$599K Buy
2,396
+8
+0.3% +$1.92K 0.05% 243
2023
Q4 		$537K Hold
2,388
– – 0.05% 238
2023
Q3 		$544K Hold
2,388
– – 0.05% 233
2023
Q2 		$524K Hold
2,388
– – 0.05% 239
2023
Q1 		$457K Hold
2,388
– – 0.05% 245
2022
Q4 		$450K Hold
2,388
– – 0.05% 235
2022
Q3 		$409K Hold
2,388
– – 0.05% 226
2022
Q2 		$389K Hold
2,388
– – 0.05% 232
2022
Q1 		$417K Hold
2,388
– – 0.04% 238
2021
Q4 		$405K Hold
2,388
– – 0.04% 248
2021
Q3 		$355K Hold
2,388
– – 0.04% 248
2021
Q2 		$335K Hold
2,388
– – 0.04% 243
2021
Q1 		$298K Hold
2,388
– – 0.04% 245
2020
Q4 		$295K Hold
2,388
– – 0.04% 225
2020
Q3 		$252K Hold
2,388
– – 0.04% 224
2020
Q2 		$233K Buy
+2,388
New +$211K 0.04% 223
2020
Q1 		– Sell
-2,388
Closed -$227K – 222
2019
Q4 		$227K Hold
2,388
– – 0.04% 216
2019
Q3 		$214K Hold
2,388
– – 0.05% 216
2019
Q2 		$209K Buy
+2,388
New +$199K 0.05% 214

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

Roundview Capital's AJG Position: Q1 2026 in Review

Roundview Capital increased its Arthur J. Gallagher & Co (AJG) stake by 3.7% in Q1 2026, buying an estimated $20.3K and bringing the position to 2,476 shares worth $536K. The position accounts for 0.03% of the portfolio, ranked #259.

Roundview Capital first reported a position in AJG in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.67M in Q3 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Roundview Capital held 2,476 shares of Arthur J. Gallagher & Co worth $536K as of Q1 2026.
  • Roundview Capital bought 88 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $20.3K.
  • Arthur J. Gallagher & Co made up 0.03% of Roundview Capital's portfolio in Q1 2026, its #259 holding.
  • Roundview Capital first reported a position in Arthur J. Gallagher & Co in Q2 2019 and has held it in 27 quarters since.
  • Roundview Capital's Arthur J. Gallagher & Co position peaked at $1.67M in Q3 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.