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Sun Financial’s Arthur J. Gallagher & Co AJG Stock Holding History

Sun Financial’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 		$463K Buy
2,340
+34
+1% +$7.85K 0.23% 94
2025
Q4 		$597K Buy
+2,306
New +$610K 0.33% 81

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

Sun Financial's AJG Position: Q1 2026 in Review

Sun Financial increased its Arthur J. Gallagher & Co (AJG) stake by 1.5% in Q1 2026, buying an estimated $7.85K and bringing the position to 2,340 shares worth $463K. The position accounts for 0.23% of the portfolio, ranked #94.

Sun Financial first reported a position in AJG in Q4 2025 and has held it in 2 quarters since. The position peaked at $597K in Q4 2025. 1,244 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Sun Financial held 2,340 shares of Arthur J. Gallagher & Co worth $463K as of Q1 2026.
  • Sun Financial bought 34 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $7.85K.
  • Arthur J. Gallagher & Co made up 0.23% of Sun Financial's portfolio in Q1 2026, its #94 holding.
  • Sun Financial first reported a position in Arthur J. Gallagher & Co in Q4 2025 and has held it in 2 quarters since.
  • Sun Financial's Arthur J. Gallagher & Co position peaked at $597K in Q4 2025.
  • 1,244 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.