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Summit Trail Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Summit Trail 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 		$1.47M Buy
6,785
+1,495
+28% +$345K 0.02% 733
2025
Q4 		$1.37M Sell
5,290
-875
-14% -$232K 0.02% 645
2025
Q3 		$1.91M Buy
6,165
+3,091
+101% +$932K 0.03% 471
2025
Q2 		$984K Buy
+3,074
New +$1.01M 0.02% 488
2024
Q4 		– Sell
-874
Closed -$246K – 407
2024
Q3 		$246K Buy
874
+73
+9% +$20.6K 0.01% 610
2024
Q2 		$208K Buy
+801
New +$199K 0.01% 585
2018
Q1 		– Sell
-311
Closed -$20K – 454
2017
Q4 		$20K Buy
+311
New +$19.9K ﹤0.01% 1038

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

Summit Trail Advisors's AJG Position: Q1 2026 in Review

Summit Trail Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 28% in Q1 2026, buying an estimated $345K and bringing the position to 6,785 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #733.

Summit Trail Advisors first reported a position in AJG in Q4 2017 and has held it in 7 quarters since. The position peaked at $1.91M in Q3 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Summit Trail Advisors held 6,785 shares of Arthur J. Gallagher & Co worth $1.47M as of Q1 2026.
  • Summit Trail Advisors bought 1,495 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $345K.
  • Arthur J. Gallagher & Co made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #733 holding.
  • Summit Trail Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2017 and has held it in 7 quarters since.
  • Summit Trail Advisors's Arthur J. Gallagher & Co position peaked at $1.91M in Q3 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.