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South Street Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

South Street Advisors’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 		– Sell
-48,309
Closed -$12.5M – 84
2025
Q4 		$12.5M Sell
48,309
-300
-0.6% -$79.4K 1.76% 25
2025
Q3 		$15.1M Buy
48,609
+176
+0.4% +$53.1K 1.97% 22
2025
Q2 		$15.5M Buy
48,433
+3,817
+9% +$1.26M 2.3% 20
2025
Q1 		$15.4M Buy
44,616
+80
+0.2% +$25.3K 2.52% 19
2024
Q4 		$12.6M Buy
44,536
+265
+0.6% +$77.1K 1.94% 21
2024
Q3 		$12.5M Sell
44,271
-2,172
-5% -$613K 1.89% 24
2024
Q2 		$12M Buy
46,443
+381
+0.8% +$94.5K 1.83% 26
2024
Q1 		$11.5M Buy
46,062
+825
+2% +$198K 1.84% 26
2023
Q4 		$10.2M Buy
45,237
+3,129
+7% +$741K 1.9% 25
2023
Q3 		$9.6M Buy
+42,108
New +$9.42M 1.93% 26

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

South Street Advisors's AJG Position: Q1 2026 in Review

South Street Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 48,309 shares — an estimated $12.5M sold.

South Street Advisors first reported a position in AJG in Q3 2023 and held it in 10 quarters. The position peaked at $15.5M in Q2 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • South Street Advisors reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • South Street Advisors sold 48,309 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $12.5M.
  • South Street Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2023 and held it in 10 quarters.
  • South Street Advisors's Arthur J. Gallagher & Co position peaked at $15.5M in Q2 2025.
  • 1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on South Street Advisors's 13F filing for Q1 2026, filed 13 May 2026.