RWA Wealth Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

RWA Wealth Partners’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	$438K	Sell	2,023 -814	-29%	-$188K	﹤0.01%	479
2025 Q4	$734K	Buy	2,837 +4	+0.1%	+$1.06K	0.01%	380
2025 Q3	$878K	Buy	2,833 +9	+0.3%	+$2.71K	0.01%	361
2025 Q2	$904K	Buy	2,824 +6	+0.2%	+$1.98K	0.01%	345
2025 Q1	$973K	Sell	2,818 -10	-0.4%	-$3.16K	0.01%	327
2024 Q4	$803K	Buy	+2,828	New	+$823K	0.01%	357

Other funds holding AJG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RWA Wealth Partners's AJG Position: Q1 2026 in Review

RWA Wealth Partners reduced its Arthur J. Gallagher & Co (AJG) stake by 29% in Q1 2026, selling an estimated $188K and leaving 2,023 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

RWA Wealth Partners first reported a position in AJG in Q4 2024 and has held it in 6 quarters since. The position peaked at $973K in Q1 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

RWA Wealth Partners held 2,023 shares of Arthur J. Gallagher & Co worth $438K as of Q1 2026.
RWA Wealth Partners sold 814 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $188K.
Arthur J. Gallagher & Co made up ﹤0.01% of RWA Wealth Partners's portfolio in Q1 2026, its #479 holding.
RWA Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 6 quarters since.
RWA Wealth Partners's Arthur J. Gallagher & Co position peaked at $973K in Q1 2025.
1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.