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Stokes Family Office’s Arthur J. Gallagher & Co AJG Stock Holding History

Stokes Family Office’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
-1,185
Closed -$307K – 278
2025
Q4 		$307K Buy
1,185
+441
+59% +$117K 0.03% 247
2025
Q3 		$230K Buy
+744
New +$224K 0.02% 243
2023
Q4 		– Sell
-2,224
Closed -$507K – 228
2023
Q3 		$507K Buy
2,224
+406
+22% +$90.9K 0.06% 183
2023
Q2 		$399K Buy
1,818
+435
+31% +$90.5K 0.05% 205
2023
Q1 		$265K Buy
+1,383
New +$262K 0.03% 244

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

Stokes Family Office's AJG Position: Q1 2026 in Review

Stokes Family Office sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 1,185 shares — an estimated $307K sold.

Stokes Family Office first reported a position in AJG in Q1 2023 and held it in 5 quarters. The position peaked at $507K in Q3 2023. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Stokes Family Office reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • Stokes Family Office sold 1,185 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $307K.
  • Stokes Family Office first reported a position in Arthur J. Gallagher & Co in Q1 2023 and held it in 5 quarters.
  • Stokes Family Office's Arthur J. Gallagher & Co position peaked at $507K in Q3 2023.
  • 1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.