SageView Advisory Group’s Arthur J. Gallagher & Co AJG Stock Holding History

SageView Advisory Group’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	–	Sell	-1,442	Closed	-$373K	–	633
2025 Q4	$373K	Sell	1,442 -113	-7%	-$29.9K	0.01%	422
2025 Q3	$482K	Buy	1,555 +871	+127%	+$263K	0.02%	390
2025 Q2	$212K	Sell	684 -19	-3%	-$6.26K	0.01%	589
2025 Q1	$243K	Sell	703 -6	-0.8%	-$1.9K	0.01%	528
2024 Q4	$201K	Buy	+709	New	+$206K	0.01%	576

Other funds holding AJG

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

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

SageView Advisory Group's AJG Position: Q1 2026 in Review

SageView Advisory Group sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 1,442 shares — an estimated $373K sold.

SageView Advisory Group first reported a position in AJG in Q4 2024 and held it in 5 quarters. The position peaked at $482K in Q3 2025. 1,244 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

SageView Advisory Group reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,442 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $373K.
SageView Advisory Group first reported a position in Arthur J. Gallagher & Co in Q4 2024 and held it in 5 quarters.
SageView Advisory Group's Arthur J. Gallagher & Co position peaked at $482K in Q3 2025.
1,244 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.