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SC&H Financial Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

SC&H Financial Advisors’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
-862
Closed -$223K – 158
2025
Q4 		$223K Buy
862
+47
+6% +$12.4K 0.03% 151
2025
Q3 		$252K Hold
815
– – 0.04% 134
2025
Q2 		$261K Sell
815
-9
-1% -$2.97K 0.04% 130
2025
Q1 		$284K Hold
824
– – 0.06% 118
2024
Q4 		$234K Sell
824
-700
-46% -$204K 0.05% 139
2024
Q3 		$429K Buy
1,524
+9
+0.6% +$2.54K 0.09% 99
2024
Q2 		$393K Sell
1,515
-235
-13% -$58.3K 0.1% 99
2024
Q1 		$438K Hold
1,750
– – 0.11% 94
2023
Q4 		$394K Sell
1,750
-250
-13% -$59.2K 0.11% 98
2023
Q3 		$456K Hold
2,000
– – 0.15% 93
2023
Q2 		$439K Sell
2,000
-3
-0.1% -$624 0.15% 98
2023
Q1 		$383K Buy
2,003
+8
+0.4% +$1.52K 0.14% 101
2022
Q4 		$376K Sell
1,995
-150
-7% -$28.1K 0.16% 96
2022
Q3 		$367K Sell
2,145
-74
-3% -$13.1K 0.18% 93
2022
Q2 		$362K Sell
2,219
-835
-27% -$139K 0.17% 102
2022
Q1 		$533K Hold
3,054
– – 0.25% 84
2021
Q4 		$518K Buy
+3,054
New +$499K 0.29% 82

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SC&H Financial Advisors's AJG Position: Q1 2026 in Review

SC&H Financial Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 862 shares — an estimated $223K sold.

SC&H Financial Advisors first reported a position in AJG in Q4 2021 and held it in 17 quarters. The position peaked at $533K in Q1 2022. 1,246 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • SC&H Financial Advisors reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • SC&H Financial Advisors sold 862 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $223K.
  • SC&H Financial Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2021 and held it in 17 quarters.
  • SC&H Financial Advisors's Arthur J. Gallagher & Co position peaked at $533K in Q1 2022.
  • 1,246 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on SC&H Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.