Shufro Rose & Co’s Arthur J. Gallagher & Co AJG Stock Holding History

Shufro Rose & Co’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	$303K	Hold	1,400	–	–	0.02%	233
2025 Q4	$362K	Hold	1,400	–	–	0.02%	211
2025 Q3	$483K	Hold	1,400	–	–	0.04%	187
2025 Q2	$483K	Hold	1,400	–	–	0.04%	183
2025 Q1	$483K	Hold	1,400	–	–	0.04%	184
2024 Q4	$397K	Hold	1,400	–	–	0.03%	198
2024 Q3	$363K	Hold	1,400	–	–	0.03%	215
2024 Q2	$363K	Hold	1,400	–	–	0.03%	215
2024 Q1	$350K	Hold	1,400	–	–	0.03%	215
2023 Q4	$319K	Hold	1,400	–	–	0.03%	210
2023 Q3	$319K	Hold	1,400	–	–	0.03%	209
2023 Q2	$307K	Hold	1,400	–	–	0.03%	224
2023 Q1	$268K	Hold	1,400	–	–	0.02%	240
2022 Q4	$264K	Hold	1,400	–	–	0.02%	258
2022 Q3	$240K	Buy	+1,400	New	+$249K	0.02%	248

Other funds holding AJG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shufro Rose & Co's AJG Position: Q1 2026 in Review

Shufro Rose & Co held its Arthur J. Gallagher & Co (AJG) position steady in Q1 2026 at 1,400 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #233.

Shufro Rose & Co first reported a position in AJG in Q3 2022 and has held it in 15 quarters since. The position peaked at $483K in Q3 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Shufro Rose & Co held 1,400 shares of Arthur J. Gallagher & Co worth $303K as of Q1 2026.
Shufro Rose & Co left its Arthur J. Gallagher & Co share count unchanged in Q1 2026.
Arthur J. Gallagher & Co made up 0.02% of Shufro Rose & Co's portfolio in Q1 2026, its #233 holding.
Shufro Rose & Co first reported a position in Arthur J. Gallagher & Co in Q3 2022 and has held it in 15 quarters since.
Shufro Rose & Co's Arthur J. Gallagher & Co position peaked at $483K in Q3 2025.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.