SWP
AJG icon

Stratos Wealth Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Stratos Wealth Partners’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 		$5.47M Buy
25,233
+698
+3% +$161K 0.06% 316
2025
Q4 		$6.35M Buy
24,535
+650
+3% +$172K 0.07% 276
2025
Q3 		$7.4M Buy
23,885
+660
+3% +$199K 0.09% 237
2025
Q2 		$7.43M Sell
23,225
-400
-2% -$132K 0.1% 208
2025
Q1 		$8.16M Buy
23,625
+792
+3% +$250K 0.12% 172
2024
Q4 		$6.48M Buy
22,833
+1,980
+9% +$576K 0.09% 219
2024
Q3 		$5.87M Buy
20,853
+936
+5% +$264K 0.08% 238
2024
Q2 		$5.16M Buy
19,917
+198
+1% +$49.1K 0.08% 239
2024
Q1 		$4.93M Buy
19,719
+89
+0.5% +$21.4K 0.08% 247
2023
Q4 		$4.41M Buy
19,630
+39
+0.2% +$9.24K 0.08% 245
2023
Q3 		$4.47M Buy
19,591
+716
+4% +$160K 0.1% 217
2023
Q2 		$4.14M Sell
18,875
-1,049
-5% -$218K 0.09% 222
2023
Q1 		$3.81M Buy
19,924
+379
+2% +$71.9K 0.1% 201
2022
Q4 		$3.69M Sell
19,545
-204
-1% -$38.2K 0.09% 217
2022
Q3 		$3.38M Sell
19,749
-1,902
-9% -$338K 0.09% 217
2022
Q2 		$3.53M Sell
21,651
-280
-1% -$46.5K 0.09% 217
2022
Q1 		$3.83M Sell
21,931
-23,944
-52% -$3.82M 0.09% 221
2021
Q4 		$7.78M Buy
45,875
+857
+2% +$140K 0.17% 123
2021
Q3 		$6.69M Buy
45,018
+517
+1% +$74K 0.17% 126
2021
Q2 		$6.23M Sell
44,501
-617
-1% -$87.2K 0.16% 142
2021
Q1 		$5.63M Sell
45,118
-3,900
-8% -$471K 0.16% 142
2020
Q4 		$6.06M Sell
49,018
-503
-1% -$57.3K 0.18% 128
2020
Q3 		$5.23M Buy
49,521
+1,799
+4% +$187K 0.17% 140
2020
Q2 		$4.65M Buy
47,722
+9,586
+25% +$849K 0.17% 141
2020
Q1 		$3.11M Sell
38,136
-14,269
-27% -$1.37M 0.14% 147
2019
Q4 		$4.99M Buy
52,405
+413
+0.8% +$37.8K 0.2% 117
2019
Q3 		$4.66M Buy
51,992
+348
+0.7% +$31.3K 0.2% 110
2019
Q2 		$4.52M Buy
51,644
+1,297
+3% +$108K 0.2% 108
2019
Q1 		$3.93M Buy
50,347
+1,412
+3% +$109K 0.18% 126
2018
Q4 		$3.61M Buy
48,935
+8,872
+22% +$662K 0.19% 117
2018
Q3 		$2.98M Buy
40,063
+1,210
+3% +$86.8K 0.13% 160
2018
Q2 		$2.54M Sell
38,853
-15,058
-28% -$1.02M 0.11% 199
2018
Q1 		$3.71M Buy
53,911
+15,122
+39% +$1.02M 0.16% 137
2017
Q4 		$2.46M Buy
38,789
+34
+0.1% +$2.17K 0.11% 198
2017
Q3 		$2.38M Sell
38,755
-23
-0.1% -$1.35K 0.11% 192
2017
Q2 		$2.22M Buy
38,778
+1,623
+4% +$91.7K 0.11% 179
2017
Q1 		$2.1M Buy
37,155
+2,372
+7% +$131K 0.12% 168
2016
Q4 		$1.81M Buy
34,783
+680
+2% +$34.2K 0.11% 180
2016
Q3 		$1.74M Buy
34,103
+4,054
+13% +$200K 0.12% 164
2016
Q2 		$1.43M Buy
30,049
+7,116
+31% +$330K 0.11% 179
2016
Q1 		$1.02M Buy
+22,933
New +$915K 0.09% 185

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

Stratos Wealth Partners's AJG Position: Q1 2026 in Review

Stratos Wealth Partners increased its Arthur J. Gallagher & Co (AJG) stake by 2.8% in Q1 2026, buying an estimated $161K and bringing the position to 25,233 shares worth $5.47M. The position accounts for 0.06% of the portfolio, ranked #316.

Stratos Wealth Partners first reported a position in AJG in Q1 2016 and has held it in 41 quarters since. The position peaked at $8.16M in Q1 2025. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Stratos Wealth Partners held 25,233 shares of Arthur J. Gallagher & Co worth $5.47M as of Q1 2026.
  • Stratos Wealth Partners bought 698 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $161K.
  • Arthur J. Gallagher & Co made up 0.06% of Stratos Wealth Partners's portfolio in Q1 2026, its #316 holding.
  • Stratos Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q1 2016 and has held it in 41 quarters since.
  • Stratos Wealth Partners's Arthur J. Gallagher & Co position peaked at $8.16M in Q1 2025.
  • 1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.