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SHP Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

SHP Wealth Management’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 		$8.46K Buy
39
+24
+160% +$5.54K ﹤0.01% 948
2025
Q4 		$3.89K Buy
+15
New +$3.97K ﹤0.01% 1024

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

SHP Wealth Management's AJG Position: Q1 2026 in Review

SHP Wealth Management increased its Arthur J. Gallagher & Co (AJG) stake by 160% in Q1 2026, buying an estimated $5.54K and bringing the position to 39 shares worth $8.46K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

SHP Wealth Management first reported a position in AJG in Q4 2025 and has held it in 2 quarters since. 1,244 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • SHP Wealth Management held 39 shares of Arthur J. Gallagher & Co worth $8.46K as of Q1 2026.
  • SHP Wealth Management bought 24 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $5.54K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #948 holding.
  • SHP Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2025 and has held it in 2 quarters since.
  • 1,244 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.