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

Stonebridge 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	$1.68M	Buy	+7,762	New	+$1.79M	0.76%	31
2025 Q2	$3.29M	Sell	10,262 -475	-4%	-$157K	1.28%	24
2025 Q1	$3.71M	Sell	10,737 -825	-7%	-$261K	1.6%	21
2024 Q4	$3.28M	Sell	11,562 -250	-2%	-$72.8K	1.34%	24
2024 Q3	$3.32M	Hold	11,812	–	–	1.32%	24
2024 Q2	$3.06M	Hold	11,812	–	–	1.31%	26
2024 Q1	$2.95M	Sell	11,812 -50	-0.4%	-$12K	1.32%	28
2023 Q4	$2.67M	Sell	11,862 -125	-1%	-$29.6K	1.3%	24
2023 Q3	$2.73M	Sell	11,987 -769	-6%	-$172K	1.49%	23
2023 Q2	$2.8M	Sell	12,756 -169	-1%	-$35.2K	1.3%	24
2023 Q1	$2.47M	Sell	12,925 -1,000	-7%	-$190K	1.19%	24
2022 Q4	$2.63M	Sell	13,925 -250	-2%	-$46.8K	1.25%	27
2022 Q3	$2.43M	Sell	14,175 -125	-0.9%	-$22.2K	1.25%	26
2022 Q2	$2.33M	Sell	14,300 -4,625	-24%	-$768K	1.06%	28
2022 Q1	$3.3M	Hold	18,925	–	–	1.19%	25
2021 Q4	$3.21M	Sell	18,925 -1,550	-8%	-$253K	1.12%	27
2021 Q3	$3.04M	Sell	20,475 -375	-2%	-$53.7K	1.12%	28
2021 Q2	$2.92M	Hold	20,850	–	–	1.06%	30
2021 Q1	$2.6M	Sell	20,850 -1,725	-8%	-$208K	0.99%	31
2020 Q4	$2.79M	Hold	22,575	–	–	1.16%	28
2020 Q3	$2.38M	Buy	22,575 +4,875	+28%	+$506K	1.1%	30
2020 Q2	$1.72M	Sell	17,700 -2,200	-11%	-$195K	0.89%	32
2020 Q1	$1.62M	Sell	19,900 -3,500	-15%	-$335K	0.91%	33
2019 Q4	$2.23M	Hold	23,400	–	–	0.98%	33
2019 Q3	$2.1M	Sell	23,400 -6,048	-21%	-$544K	0.97%	31
2019 Q2	$2.58M	Sell	29,448 -1,225	-4%	-$102K	1.02%	30
2019 Q1	$2.4M	Sell	30,673 -525	-2%	-$40.4K	0.87%	33
2018 Q4	$2.3M	Sell	31,198 -600	-2%	-$44.8K	0.92%	35
2018 Q3	$2.37M	Sell	31,798 -950	-3%	-$68.1K	0.81%	36
2018 Q2	$2.16M	Hold	32,748	–	–	0.77%	39
2018 Q1	$2.24M	Sell	32,748 -750	-2%	-$50.6K	0.82%	39
2017 Q4	$2.14M	Sell	33,498 -50	-0.1%	-$3.19K	0.76%	39
2017 Q3	$2.06M	Sell	33,548 -575	-2%	-$33.8K	0.78%	38
2017 Q2	$1.95M	Hold	34,123	–	–	0.75%	39
2017 Q1	$1.93M	Sell	34,123 -100	-0.3%	-$5.51K	0.78%	39
2016 Q4	$1.78M	Sell	34,223 -502	-1%	-$25.2K	0.75%	38
2016 Q3	$1.77M	Hold	34,725	–	–	0.76%	37
2016 Q2	$1.65M	Sell	34,725 -3,510	-9%	-$163K	0.75%	37
2016 Q1	$1.7M	Buy	38,235 +1,085	+3%	+$43.3K	0.73%	39
2015 Q4	$1.52M	Sell	37,150 -1,400	-4%	-$60.1K	0.64%	36
2015 Q3	$1.59M	Buy	38,550 +750	+2%	+$34K	0.72%	35
2015 Q2	$1.79M	Hold	37,800	–	–	0.73%	35
2015 Q1	$1.77M	Buy	37,800 +116	+0.3%	+$5.42K	0.72%	36
2014 Q4	$1.77M	Sell	37,684 -50	-0.1%	-$2.35K	0.68%	39
2014 Q3	$1.71M	Hold	37,734	–	–	0.66%	40
2014 Q2	$1.76M	Buy	37,734 +550	+1%	+$25.1K	0.66%	38
2014 Q1	$1.77M	Sell	37,184 -6,466	-15%	-$302K	0.73%	35
2013 Q4	$2.05M	Sell	43,650 -1,775	-4%	-$82.4K	0.82%	32
2013 Q3	$1.98M	Sell	45,425 -2,400	-5%	-$105K	0.9%	29
2013 Q2	$2.09M	Buy	+47,825	New	+$2.07M	0.97%	27

Other funds holding AJG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Stonebridge Capital Management opened a new position in Arthur J. Gallagher & Co (AJG) in Q1 2026: 7,762 shares worth $1.68M. The stake represents 0.76% of the portfolio and ranks #31 among its holdings. This is a return to the name: Stonebridge Capital Management previously reported a position in AJG as recently as Q2 2025.

Stonebridge Capital Management first reported a position in AJG in Q2 2013 and has held it in 50 quarters since. The position peaked at $3.71M in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Stonebridge Capital Management held 7,762 shares of Arthur J. Gallagher & Co worth $1.68M as of Q1 2026.
Arthur J. Gallagher & Co was a new Stonebridge Capital Management position in Q1 2026.
Arthur J. Gallagher & Co made up 0.76% of Stonebridge Capital Management's portfolio in Q1 2026, its #31 holding.
Stonebridge Capital Management first reported a position in Arthur J. Gallagher & Co in Q2 2013 and has held it in 50 quarters since.
Stonebridge Capital Management's Arthur J. Gallagher & Co position peaked at $3.71M in Q1 2025.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Stonebridge Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.