SIA
AJG icon

Schear Investment Advisers’s Arthur J. Gallagher & Co AJG Stock Holding History

Schear Investment Advisers’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
-4,354
Closed -$1.13M – 78
2025
Q4 		$1.13M Sell
4,354
-2,070
-32% -$548K 0.48% 55
2025
Q3 		$1.99M Sell
6,424
-66
-1% -$19.9K 0.89% 40
2025
Q2 		$2.08M Buy
6,490
+612
+10% +$202K 1.03% 29
2025
Q1 		$2.03M Buy
5,878
+391
+7% +$124K 1.17% 23
2024
Q4 		$1.56M Buy
5,487
+244
+5% +$71K 0.83% 34
2024
Q3 		$1.48M Buy
5,243
+264
+5% +$74.5K 0.91% 38
2024
Q2 		$1.29M Buy
4,979
+206
+4% +$51.1K 0.93% 37
2024
Q1 		$1.19M Buy
4,773
+840
+21% +$202K 0.96% 33
2023
Q4 		$884K Buy
3,933
+65
+2% +$15.4K 0.85% 41
2023
Q3 		$882K Sell
3,868
-85
-2% -$19K 0.95% 39
2023
Q2 		$868K Buy
3,953
+1,561
+65% +$325K 0.92% 40
2023
Q1 		$458K Buy
2,392
+542
+29% +$103K 0.55% 60
2022
Q4 		$349K Buy
+1,850
New +$346K 0.43% 73

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

Schear Investment Advisers's AJG Position: Q1 2026 in Review

Schear Investment Advisers sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 4,354 shares — an estimated $1.13M sold.

Schear Investment Advisers first reported a position in AJG in Q4 2022 and held it in 13 quarters. The position peaked at $2.08M in Q2 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Schear Investment Advisers reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • Schear Investment Advisers sold 4,354 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $1.13M.
  • Schear Investment Advisers first reported a position in Arthur J. Gallagher & Co in Q4 2022 and held it in 13 quarters.
  • Schear Investment Advisers's Arthur J. Gallagher & Co position peaked at $2.08M in Q2 2025.
  • 1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Schear Investment Advisers's 13F filing for Q1 2026, filed 28 Apr 2026.