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Sageworth Trust’s Arthur J. Gallagher & Co AJG Stock Holding History

Sageworth Trust’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
Q2 		– Sell
-1,174
Closed -$254K – 130
2026
Q1 		$254K Buy
+1,174
New +$271K 0.01% 149
2025
Q4 		– Sell
-2,899
Closed -$898K – 146
2025
Q3 		$898K Buy
+2,899
New +$874K 0.04% 112

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sageworth Trust's AJG Position: Q2 2026 in Review

Sageworth Trust sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 1,174 shares — an estimated $254K sold.

Sageworth Trust first reported a position in AJG in Q3 2025 and held it in 2 quarters. The position peaked at $898K in Q3 2025. 1,292 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Sageworth Trust reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
  • Sageworth Trust sold 1,174 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $254K.
  • Sageworth Trust first reported a position in Arthur J. Gallagher & Co in Q3 2025 and held it in 2 quarters.
  • Sageworth Trust's Arthur J. Gallagher & Co position peaked at $898K in Q3 2025.
  • 1,292 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Sageworth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.