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Steward Partners Investment Advisory’s Arthur J. Gallagher & Co AJG Stock Holding History

Steward Partners Investment Advisory’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 		$1.54M Sell
7,095
-329
-4% -$76K 0.01% 961
2025
Q4 		$1.92M Buy
7,424
+993
+15% +$263K 0.01% 797
2025
Q3 		$1.99M Buy
6,431
+1,132
+21% +$341K 0.01% 778
2025
Q2 		$1.7M Buy
5,299
+1,152
+28% +$380K 0.01% 765
2025
Q1 		$1.43M Buy
4,147
+946
+30% +$299K 0.01% 782
2024
Q4 		$909K Buy
3,201
+1
+0% +$291 0.01% 908
2024
Q3 		$900K Buy
3,200
+141
+5% +$39.8K 0.01% 895
2024
Q2 		$793K Buy
3,059
+168
+6% +$41.7K 0.01% 891
2024
Q1 		$723K Buy
2,891
+601
+26% +$144K 0.01% 907
2023
Q4 		$515K Buy
2,290
+261
+13% +$61.8K 0.01% 995
2023
Q3 		$462K Buy
2,029
+172
+9% +$38.5K 0.01% 948
2023
Q2 		$408K Buy
1,857
+1
+0.1% +$208 0.01% 1007
2023
Q1 		$355K Buy
1,856
+43
+2% +$8.16K 0.01% 1050
2022
Q4 		$342K Sell
1,813
-18
-1% -$3.37K 0.01% 1034
2022
Q3 		$313K Sell
1,831
-43
-2% -$7.63K 0.01% 1018
2022
Q2 		$306K Sell
1,874
-176
-9% -$29.2K 0.01% 1023
2022
Q1 		$358K Buy
2,050
+309
+18% +$49.3K 0.01% 1052
2021
Q4 		$295K Sell
1,741
-13
-0.7% -$2.12K ﹤0.01% 1148
2021
Q3 		$261K Buy
1,754
+60
+4% +$8.59K ﹤0.01% 1155
2021
Q2 		$237K Buy
1,694
+81
+5% +$11.4K ﹤0.01% 1427
2021
Q1 		$201K Sell
1,613
-166
-9% -$20K ﹤0.01% 1298
2020
Q4 		$220K Sell
1,779
-320
-15% -$36.4K ﹤0.01% 1033
2020
Q3 		$222K Buy
2,099
+741
+55% +$76.9K 0.01% 905
2020
Q2 		$132K Buy
1,358
+192
+16% +$17K ﹤0.01% 1030
2020
Q1 		$95K Sell
1,166
-29
-2% -$2.78K ﹤0.01% 1010
2019
Q4 		$113K Buy
1,195
+31
+3% +$2.84K ﹤0.01% 1087
2019
Q3 		$104K Buy
1,164
+199
+21% +$17.9K ﹤0.01% 1071
2019
Q2 		$84K Buy
+965
New +$80.5K ﹤0.01% 1123
2018
Q4 		– Sell
-17
Closed -$1K – 813
2018
Q3 		$1K Hold
17
– – ﹤0.01% 2465
2018
Q2 		$1K Sell
17
-11
-39% -$745 ﹤0.01% 2313
2018
Q1 		$1K Buy
+28
New +$1.89K ﹤0.01% 2102

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

Steward Partners Investment Advisory's AJG Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Arthur J. Gallagher & Co (AJG) stake by 4.4% in Q1 2026, selling an estimated $76K and leaving 7,095 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #961.

Steward Partners Investment Advisory first reported a position in AJG in Q1 2018 and has held it in 31 quarters since. The position peaked at $1.99M in Q3 2025. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Steward Partners Investment Advisory held 7,095 shares of Arthur J. Gallagher & Co worth $1.54M as of Q1 2026.
  • Steward Partners Investment Advisory sold 329 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $76K.
  • Arthur J. Gallagher & Co made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #961 holding.
  • Steward Partners Investment Advisory first reported a position in Arthur J. Gallagher & Co in Q1 2018 and has held it in 31 quarters since.
  • Steward Partners Investment Advisory's Arthur J. Gallagher & Co position peaked at $1.99M in Q3 2025.
  • 1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.