SC
AJG icon

Scotia Capital’s Arthur J. Gallagher & Co AJG Stock Holding History

Scotia Capital’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 		$584K Sell
2,695
-63
-2% -$14.6K ﹤0.01% 649
2025
Q4 		$713K Sell
2,758
-301
-10% -$79.7K ﹤0.01% 609
2025
Q3 		$948K Sell
3,059
-85
-3% -$25.6K ﹤0.01% 574
2025
Q2 		$1.01M Buy
3,144
+358
+13% +$118K ﹤0.01% 525
2025
Q1 		$962K Sell
2,786
-117
-4% -$37K 0.01% 517
2024
Q4 		$824K Buy
2,903
+157
+6% +$45.7K ﹤0.01% 550
2024
Q3 		$773K Buy
2,746
+82
+3% +$23.1K ﹤0.01% 546
2024
Q2 		$691K Buy
2,664
+141
+6% +$35K ﹤0.01% 555
2024
Q1 		$631K Hold
2,523
– – ﹤0.01% 566
2023
Q4 		$567K Hold
2,523
– – ﹤0.01% 558
2023
Q3 		$575K Hold
2,523
– – ﹤0.01% 537
2023
Q2 		$554K Hold
2,523
– – ﹤0.01% 537
2023
Q1 		$483K Sell
2,523
-1
-0% -$190 ﹤0.01% 548
2022
Q4 		$476K Hold
2,524
– – ﹤0.01% 568
2022
Q3 		$432K Sell
2,524
-2
-0.1% -$355 ﹤0.01% 581
2022
Q2 		$412K Buy
2,526
+1
+0% +$166 ﹤0.01% 600
2022
Q1 		$441K Sell
2,525
-1
-0% -$159 ﹤0.01% 653
2021
Q4 		$428K Sell
2,526
-38
-1% -$6.21K ﹤0.01% 664
2021
Q3 		$381K Sell
2,564
-791
-24% -$113K ﹤0.01% 678
2021
Q2 		$470K Sell
3,355
-56
-2% -$7.91K ﹤0.01% 645
2021
Q1 		$426K Buy
3,411
+186
+6% +$22.4K ﹤0.01% 636
2020
Q4 		$399K Sell
3,225
-5
-0.2% -$569 ﹤0.01% 599
2020
Q3 		$341K Buy
3,230
+5
+0.2% +$519 ﹤0.01% 572
2020
Q2 		$314K Buy
+3,225
New +$286K ﹤0.01% 506

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

Scotia Capital's AJG Position: Q1 2026 in Review

Scotia Capital reduced its Arthur J. Gallagher & Co (AJG) stake by 2.3% in Q1 2026, selling an estimated $14.6K and leaving 2,695 shares worth $584K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Scotia Capital first reported a position in AJG in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.01M in Q2 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Scotia Capital held 2,695 shares of Arthur J. Gallagher & Co worth $584K as of Q1 2026.
  • Scotia Capital sold 63 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $14.6K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Scotia Capital's portfolio in Q1 2026, its #649 holding.
  • Scotia Capital first reported a position in Arthur J. Gallagher & Co in Q2 2020 and has held it in 24 quarters since.
  • Scotia Capital's Arthur J. Gallagher & Co position peaked at $1.01M in Q2 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.