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Savvy Advisors Inc’s Arthur J. Gallagher & Co AJG Stock Holding History

Savvy Advisors Inc’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 		$787K Buy
3,634
+2,232
+159% +$516K 0.02% 503
2025
Q4 		$363K Buy
1,402
+167
+14% +$44.2K 0.01% 692
2025
Q3 		$382K Sell
1,235
-123
-9% -$37.1K 0.02% 524
2025
Q2 		$435K Buy
1,358
+208
+18% +$68.6K 0.03% 384
2025
Q1 		$397K Sell
1,150
-76
-6% -$24K 0.04% 329
2024
Q4 		$348K Buy
1,226
+96
+8% +$27.9K 0.04% 307
2024
Q3 		$318K Buy
1,130
+236
+26% +$66.6K 0.06% 251
2024
Q2 		$232K Buy
+894
New +$222K 0.08% 262

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

Savvy Advisors Inc's AJG Position: Q1 2026 in Review

Savvy Advisors Inc increased its Arthur J. Gallagher & Co (AJG) stake by 159% in Q1 2026, buying an estimated $516K and bringing the position to 3,634 shares worth $787K. The position accounts for 0.02% of the portfolio, ranked #503.

Savvy Advisors Inc first reported a position in AJG in Q2 2024 and has held it in 8 quarters since. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Savvy Advisors Inc held 3,634 shares of Arthur J. Gallagher & Co worth $787K as of Q1 2026.
  • Savvy Advisors Inc bought 2,232 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $516K.
  • Arthur J. Gallagher & Co made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #503 holding.
  • Savvy Advisors Inc first reported a position in Arthur J. Gallagher & Co in Q2 2024 and has held it in 8 quarters since.
  • 1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.