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

Smithbridge 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 		$7.05M Sell
32,547
-32,547
-50% -$7.52M 1.05% 31
2025
Q4 		$16.8M Buy
65,094
+32,950
+103% +$8.72M 1.44% 26
2025
Q3 		$9.96M Sell
32,144
-376
-1% -$113K 1.45% 24
2025
Q2 		$10.4M Sell
32,520
-158
-0.5% -$52.1K 1.82% 15
2025
Q1 		$11.3M Buy
+32,678
New +$10.3M 2.09% 11
2024
Q3 		$9.53M Sell
33,880
-10,107
-23% -$2.85M 1.64% 17
2024
Q2 		$11.4M Buy
43,987
+592
+1% +$147K 2.37% 8
2024
Q1 		$10.9M Sell
43,395
-450
-1% -$108K 2.24% 8
2023
Q4 		$9.86M Sell
43,845
-655
-1% -$155K 2.25% 6
2023
Q3 		$10.1M Sell
44,500
-684
-2% -$153K 2.51% 4
2023
Q2 		$9.92M Sell
45,184
-310
-0.7% -$64.5K 2.32% 5
2023
Q1 		$8.7M Sell
45,494
-39
-0.1% -$7.4K 2.18% 5
2022
Q4 		$8.59M Sell
45,533
-566
-1% -$106K 2.28% 5
2022
Q3 		$7.89M Buy
46,099
+754
+2% +$134K 3.24% 4
2022
Q2 		$7.39M Buy
45,345
+107
+0.2% +$17.8K 2.86% 5
2022
Q1 		$7.9M Buy
45,238
+74
+0.2% +$11.8K 2.62% 4
2021
Q4 		$7.66M Buy
45,164
+196
+0.4% +$32K 2.33% 7
2021
Q3 		$6.68M Sell
44,968
-527
-1% -$75.4K 2.22% 12
2021
Q2 		$6.37M Buy
45,495
+395
+0.9% +$55.8K 2.08% 14
2021
Q1 		$5.63M Buy
45,100
+1,115
+3% +$135K 2.41% 12
2020
Q4 		$5.44M Sell
43,985
-395
-0.9% -$45K 2.51% 11
2020
Q3 		$4.69M Buy
44,380
+230
+0.5% +$23.9K 2.42% 11
2020
Q2 		$4.3M Buy
44,150
+2,025
+5% +$179K 2.4% 12
2020
Q1 		$3.43M Buy
42,125
+2,075
+5% +$199K 2.3% 15
2019
Q4 		$3.81M Buy
40,050
+325
+0.8% +$29.8K 1.97% 22
2019
Q3 		$3.56M Buy
39,725
+3,910
+11% +$352K 2% 21
2019
Q2 		$3.14M Buy
+35,815
New +$2.99M 1.82% 24

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

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

Smithbridge Asset Management reduced its Arthur J. Gallagher & Co (AJG) stake by 50% in Q1 2026, selling an estimated $7.52M and leaving 32,547 shares worth $7.05M. The position accounts for 1.05% of the portfolio, ranked #31.

Smithbridge Asset Management first reported a position in AJG in Q2 2019 and has held it in 27 quarters since. The position peaked at $16.8M in Q4 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Smithbridge Asset Management held 32,547 shares of Arthur J. Gallagher & Co worth $7.05M as of Q1 2026.
  • Smithbridge Asset Management sold 32,547 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $7.52M.
  • Arthur J. Gallagher & Co made up 1.05% of Smithbridge Asset Management's portfolio in Q1 2026, its #31 holding.
  • Smithbridge Asset Management first reported a position in Arthur J. Gallagher & Co in Q2 2019 and has held it in 27 quarters since.
  • Smithbridge Asset Management's Arthur J. Gallagher & Co position peaked at $16.8M in Q4 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Smithbridge Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.