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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
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

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

Sageworth Trust's AJG Position: Q1 2026 in Review

Sageworth Trust opened a new position in Arthur J. Gallagher & Co (AJG) in Q1 2026: 1,174 shares worth $254K. The stake represents 0.01% of the portfolio and ranks #149 among its holdings. This is a return to the name: Sageworth Trust previously reported a position in AJG as recently as Q3 2025.

Sageworth Trust first reported a position in AJG in Q3 2025 and has held it in 2 quarters since. The position peaked at $898K in Q3 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Sageworth Trust held 1,174 shares of Arthur J. Gallagher & Co worth $254K as of Q1 2026.
  • Arthur J. Gallagher & Co was a new Sageworth Trust position in Q1 2026.
  • Arthur J. Gallagher & Co made up 0.01% of Sageworth Trust's portfolio in Q1 2026, its #149 holding.
  • Sageworth Trust first reported a position in Arthur J. Gallagher & Co in Q3 2025 and has held it in 2 quarters since.
  • Sageworth Trust's Arthur J. Gallagher & Co position peaked at $898K in Q3 2025.
  • 1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Sageworth Trust's 13F filing for Q1 2026, filed 29 Apr 2026.