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

Sitrin Capital 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	$3.71M	Hold	17,143	–	–	1.86%	30
2025 Q4	$4.44M	Hold	17,143	–	–	2.11%	27
2025 Q3	$5.31M	Sell	17,143 -59	-0.3%	-$17.8K	2.55%	25
2025 Q2	$5.51M	Hold	17,202	–	–	2.81%	22
2025 Q1	$5.94M	Hold	17,202	–	–	3.2%	17
2024 Q4	$4.88M	Sell	17,202 -355	-2%	-$103K	2.46%	21
2024 Q3	$4.94M	Buy	17,557 +6,794	+63%	+$1.92M	2.47%	27
2024 Q2	$2.79M	Sell	10,763 -71	-0.7%	-$17.6K	1.48%	31
2024 Q1	$2.71M	Sell	10,834 -63	-0.6%	-$15.1K	1.48%	31
2023 Q4	$2.45M	Hold	10,897	–	–	1.43%	31
2023 Q3	$2.48M	Sell	10,897 -664	-6%	-$149K	1.55%	31
2023 Q2	$2.54M	Sell	11,561 -422	-4%	-$87.8K	1.43%	30
2023 Q1	$2.29M	Sell	11,983 -80	-0.7%	-$15.2K	1.39%	30
2022 Q4	$2.27M	Hold	12,063	–	–	1.45%	29
2022 Q3	$2.06M	Hold	12,063	–	–	1.36%	32
2022 Q2	$1.97M	Hold	12,063	–	–	1.25%	32
2022 Q1	$2.11M	Hold	12,063	–	–	1.06%	33
2021 Q4	$2.05M	Hold	12,063	–	–	0.96%	29
2021 Q3	$1.79M	Hold	12,063	–	–	0.86%	30
2021 Q2	$1.69M	Hold	12,063	–	–	0.76%	32
2021 Q1	$1.5M	Hold	12,063	–	–	0.71%	34
2020 Q4	$1.49M	Sell	12,063 -2,283	-16%	-$260K	0.75%	33
2020 Q3	$1.52M	Hold	14,346	–	–	0.81%	32
2020 Q2	$1.4M	Sell	14,346 -33,140	-70%	-$2.93M	0.83%	28
2020 Q1	$3.87M	Sell	47,486 -4,000	-8%	-$383K	2.29%	25
2019 Q4	$4.9M	Hold	51,486	–	–	2.51%	26
2019 Q3	$4.61M	Hold	51,486	–	–	2.52%	25
2019 Q2	$4.51M	Hold	51,486	–	–	2.4%	28
2019 Q1	$4.02M	Hold	51,486	–	–	2.16%	30
2018 Q4	$3.79M	Hold	51,486	–	–	2.32%	28
2018 Q3	$3.83M	Hold	51,486	–	–	2.06%	30
2018 Q2	$3.36M	Buy	51,486 +37,140	+259%	+$2.52M	1.91%	31
2018 Q1	$986K	Hold	14,346	–	–	0.64%	31
2017 Q4	$908K	Hold	14,346	–	–	0.57%	31
2017 Q3	$883K	Hold	14,346	–	–	0.57%	31
2017 Q2	$821K	Hold	14,346	–	–	0.56%	30
2017 Q1	$811K	Sell	14,346 -14,392	-50%	-$793K	0.58%	30
2016 Q4	$1.49M	Sell	28,738 -9,594	-25%	-$483K	1.16%	29
2016 Q3	$1.95M	Sell	38,332 -20,228	-35%	-$999K	1.53%	29
2016 Q2	$2.79M	Sell	58,560 -183,094	-76%	-$8.49M	2.24%	27
2016 Q1	$10.7M	Buy	241,654 +215,582	+827%	+$8.61M	8.55%	1
2015 Q4	$1M	Buy	+26,072	New	+$1.12M	0.88%	30

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

Sitrin Capital Management's AJG Position: Q1 2026 in Review

Sitrin Capital Management held its Arthur J. Gallagher & Co (AJG) position steady in Q1 2026 at 17,143 shares worth $3.71M. The position accounts for 1.86% of the portfolio, ranked #30.

Sitrin Capital Management first reported a position in AJG in Q4 2015 and has held it in 42 quarters since. The position peaked at $10.7M in Q1 2016. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Sitrin Capital Management held 17,143 shares of Arthur J. Gallagher & Co worth $3.71M as of Q1 2026.
Sitrin Capital Management left its Arthur J. Gallagher & Co share count unchanged in Q1 2026.
Arthur J. Gallagher & Co made up 1.86% of Sitrin Capital Management's portfolio in Q1 2026, its #30 holding.
Sitrin Capital Management first reported a position in Arthur J. Gallagher & Co in Q4 2015 and has held it in 42 quarters since.
Sitrin Capital Management's Arthur J. Gallagher & Co position peaked at $10.7M in Q1 2016.
1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Sitrin Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.