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Strategic Investment Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Strategic Investment Advisors’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 		$166K Buy
+752
New +$174K 0.01% 327
2025
Q4 		– Sell
-1,142
Closed -$354K – 241
2025
Q3 		$354K Buy
+1,142
New +$344K 0.03% 201

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Strategic Investment Advisors's AJG Position: Q1 2026 in Review

Strategic Investment Advisors opened a new position in Arthur J. Gallagher & Co (AJG) in Q1 2026: 752 shares worth $166K. The stake represents 0.01% of the portfolio and ranks #327 among its holdings. This is a return to the name: Strategic Investment Advisors previously reported a position in AJG as recently as Q3 2025.

Strategic Investment Advisors first reported a position in AJG in Q3 2025 and has held it in 2 quarters since. The position peaked at $354K in Q3 2025. 1,244 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Strategic Investment Advisors held 752 shares of Arthur J. Gallagher & Co worth $166K as of Q1 2026.
  • Arthur J. Gallagher & Co was a new Strategic Investment Advisors position in Q1 2026.
  • Arthur J. Gallagher & Co made up 0.01% of Strategic Investment Advisors's portfolio in Q1 2026, its #327 holding.
  • Strategic Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2025 and has held it in 2 quarters since.
  • Strategic Investment Advisors's Arthur J. Gallagher & Co position peaked at $354K in Q3 2025.
  • 1,244 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.