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

Sagespring 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	$532K	Buy	2,457 +432	+21%	+$99.8K	0.01%	481
2025 Q4	$524K	Buy	2,025 +226	+13%	+$59.8K	0.01%	459
2025 Q3	$557K	Buy	1,799 +38	+2%	+$11.5K	0.01%	437
2025 Q2	$564K	Buy	1,761 +330	+23%	+$109K	0.01%	407
2025 Q1	$494K	Buy	1,431 +265	+23%	+$83.7K	0.01%	396
2024 Q4	$331K	Buy	+1,166	New	+$339K	0.01%	449

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

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

Sagespring Wealth Partners increased its Arthur J. Gallagher & Co (AJG) stake by 21% in Q1 2026, buying an estimated $99.8K and bringing the position to 2,457 shares worth $532K. The position accounts for 0.01% of the portfolio, ranked #481.

Sagespring Wealth Partners first reported a position in AJG in Q4 2024 and has held it in 6 quarters since. The position peaked at $564K in Q2 2025. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Sagespring Wealth Partners held 2,457 shares of Arthur J. Gallagher & Co worth $532K as of Q1 2026.
Sagespring Wealth Partners bought 432 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $99.8K.
Arthur J. Gallagher & Co made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #481 holding.
Sagespring Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Arthur J. Gallagher & Co position peaked at $564K in Q2 2025.
1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.