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Stephens Inc’s Arthur J. Gallagher & Co AJG Stock Holding History

Stephens Inc’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
-3,047
Closed -$789K – 1312
2025
Q4 		$789K Sell
3,047
-2,540
-45% -$672K 0.01% 693
2025
Q3 		$1.73M Sell
5,587
-683
-11% -$206K 0.02% 515
2025
Q2 		$2.01M Buy
6,270
+228
+4% +$75.2K 0.03% 464
2025
Q1 		$2.09M Sell
6,042
-86
-1% -$27.2K 0.03% 456
2024
Q4 		$1.74M Sell
6,128
-198
-3% -$57.6K 0.02% 476
2024
Q3 		$1.78M Buy
6,326
+11
+0.2% +$3.1K 0.03% 472
2024
Q2 		$1.64M Buy
6,315
+2
+0% +$496 0.03% 472
2024
Q1 		$1.58M Buy
6,313
+25
+0.4% +$6.01K 0.02% 476
2023
Q4 		$1.41M Sell
6,288
-168
-3% -$39.8K 0.02% 468
2023
Q3 		$1.47M Sell
6,456
-27
-0.4% -$6.04K 0.03% 450
2023
Q2 		$1.42M Sell
6,483
-67
-1% -$13.9K 0.03% 462
2023
Q1 		$1.25M Buy
6,550
+201
+3% +$38.1K 0.02% 487
2022
Q4 		$1.2M Buy
6,349
+163
+3% +$30.5K 0.02% 471
2022
Q3 		$1.06M Sell
6,186
-2,000
-24% -$355K 0.02% 508
2022
Q2 		$1.33M Buy
8,186
+6
+0.1% +$996 0.03% 457
2022
Q1 		$1.43M Hold
8,180
– – 0.02% 503
2021
Q4 		$1.39M Buy
+8,180
New +$1.34M 0.02% 532
2021
Q1 		– Sell
-1,707
Closed -$211K – 1308
2020
Q4 		$211K Buy
+1,707
New +$194K ﹤0.01% 1065

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stephens Inc's AJG Position: Q1 2026 in Review

Stephens Inc sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 3,047 shares — an estimated $789K sold.

Stephens Inc first reported a position in AJG in Q4 2020 and held it in 18 quarters. The position peaked at $2.09M in Q1 2025. 1,246 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Stephens Inc reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • Stephens Inc sold 3,047 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $789K.
  • Stephens Inc first reported a position in Arthur J. Gallagher & Co in Q4 2020 and held it in 18 quarters.
  • Stephens Inc's Arthur J. Gallagher & Co position peaked at $2.09M in Q1 2025.
  • 1,246 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.