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Smartleaf Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Smartleaf Asset 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 		$474K Buy
2,195
+35
+2% +$8.08K 0.02% 546
2025
Q4 		$566K Buy
2,160
+78
+4% +$20.6K 0.02% 505
2025
Q3 		$637K Buy
2,082
+488
+31% +$147K 0.04% 426
2025
Q2 		$506K Sell
1,594
-435
-21% -$143K 0.04% 373
2025
Q1 		$691K Buy
2,029
+42
+2% +$13.3K 0.07% 293
2024
Q4 		$565K Buy
1,987
+433
+28% +$126K 0.06% 313
2024
Q3 		$434K Buy
1,554
+553
+55% +$156K 0.05% 317
2024
Q2 		$260K Buy
1,001
+179
+22% +$44.4K 0.04% 331
2024
Q1 		$204K Buy
822
+773
+1,578% +$186K 0.04% 353
2023
Q4 		$10.9K Buy
+49
New +$11.6K ﹤0.01% 754

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

Smartleaf Asset Management's AJG Position: Q1 2026 in Review

Smartleaf Asset Management increased its Arthur J. Gallagher & Co (AJG) stake by 1.6% in Q1 2026, buying an estimated $8.08K and bringing the position to 2,195 shares worth $474K. The position accounts for 0.02% of the portfolio, ranked #546.

Smartleaf Asset Management first reported a position in AJG in Q4 2023 and has held it in 10 quarters since. The position peaked at $691K in Q1 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Smartleaf Asset Management held 2,195 shares of Arthur J. Gallagher & Co worth $474K as of Q1 2026.
  • Smartleaf Asset Management bought 35 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $8.08K.
  • Arthur J. Gallagher & Co made up 0.02% of Smartleaf Asset Management's portfolio in Q1 2026, its #546 holding.
  • Smartleaf Asset Management first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Arthur J. Gallagher & Co position peaked at $691K in Q1 2025.
  • 1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.