Stonehage Fleming Financial Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Stonehage Fleming Financial Services’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	$141M	Sell	650,099 -20,004	-3%	-$4.62M	5.12%	10
2025 Q4	$173M	Buy	670,103 +207,507	+45%	+$54.9M	5.33%	9
2025 Q3	$143M	Buy	462,596 +2,237	+0.5%	+$674K	4.06%	13
2025 Q2	$147M	Buy	460,359 +6,139	+1%	+$2.02M	4.28%	14
2025 Q1	$157M	Sell	454,220 -8,177	-2%	-$2.58M	5.51%	11
2024 Q4	$131M	Sell	462,397 -175,158	-27%	-$51M	3.67%	14
2024 Q3	$179M	Sell	637,555 -5,007	-0.8%	-$1.41M	4.74%	7
2024 Q2	$167M	Buy	+642,562	New	+$159M	4.45%	10
2024 Q1	–	Sell	-638,861	Closed	-$144M	–	182
2023 Q4	$144M	Buy	638,861 +528,641	+480%	+$125M	4.2%	11
2023 Q3	$25.2M	Buy	+110,220	New	+$24.7M	2.24%	18

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

Stonehage Fleming Financial Services's AJG Position: Q1 2026 in Review

Stonehage Fleming Financial Services reduced its Arthur J. Gallagher & Co (AJG) stake by 3% in Q1 2026, selling an estimated $4.62M and leaving 650,099 shares worth $141M. The position accounts for 5.12% of the portfolio, ranked #10.

Stonehage Fleming Financial Services first reported a position in AJG in Q3 2023 and has held it in 10 quarters since. The position peaked at $179M in Q3 2024. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Stonehage Fleming Financial Services held 650,099 shares of Arthur J. Gallagher & Co worth $141M as of Q1 2026.
Stonehage Fleming Financial Services sold 20,004 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $4.62M.
Arthur J. Gallagher & Co made up 5.12% of Stonehage Fleming Financial Services's portfolio in Q1 2026, its #10 holding.
Stonehage Fleming Financial Services first reported a position in Arthur J. Gallagher & Co in Q3 2023 and has held it in 10 quarters since.
Stonehage Fleming Financial Services's Arthur J. Gallagher & Co position peaked at $179M in Q3 2024.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Stonehage Fleming Financial Services's 13F filing for Q1 2026, filed 13 May 2026.