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

Sovereign's 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 		$3.47M Buy
15,998
+4,924
+44% +$1.14M 2.55% 13
2025
Q4 		$2.87M Sell
11,074
-574
-5% -$152K 1.74% 25
2025
Q3 		$3.61M Buy
11,648
+19
+0.2% +$5.73K 1.96% 23
2025
Q2 		$3.72M Buy
11,629
+896
+8% +$295K 1.99% 22
2025
Q1 		$3.71M Sell
10,733
-203
-2% -$64.1K 2.2% 16
2024
Q4 		$3.1M Buy
+10,936
New +$3.18M 1.98% 20

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

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

Sovereign's Capital Management increased its Arthur J. Gallagher & Co (AJG) stake by 44% in Q1 2026, buying an estimated $1.14M and bringing the position to 15,998 shares worth $3.47M. The position accounts for 2.55% of the portfolio, ranked #13.

Sovereign's Capital Management first reported a position in AJG in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.72M in Q2 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Sovereign's Capital Management held 15,998 shares of Arthur J. Gallagher & Co worth $3.47M as of Q1 2026.
  • Sovereign's Capital Management bought 4,924 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $1.14M.
  • Arthur J. Gallagher & Co made up 2.55% of Sovereign's Capital Management's portfolio in Q1 2026, its #13 holding.
  • Sovereign's Capital Management first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 6 quarters since.
  • Sovereign's Capital Management's Arthur J. Gallagher & Co position peaked at $3.72M in Q2 2025.
  • 1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

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