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Sunbelt Securities’s Arthur J. Gallagher & Co AJG Stock Holding History

Sunbelt Securities’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 		$676K Sell
3,119
-103
-3% -$23.8K 0.04% 338
2025
Q4 		$834K Sell
3,222
-77
-2% -$20.4K 0.06% 290
2025
Q3 		$1.02M Sell
3,299
-86
-3% -$25.9K 0.07% 232
2025
Q2 		$961K Buy
3,385
+154
+5% +$50.8K 0.08% 207
2025
Q1 		$1.12M Sell
3,231
-154
-5% -$48.6K 0.1% 176
2024
Q4 		$963K Sell
3,385
-1,165
-26% -$339K 0.08% 206
2024
Q3 		$1.28M Buy
4,550
+99
+2% +$27.9K 0.13% 166
2024
Q2 		$1.15M Sell
4,451
-249
-5% -$61.8K 0.12% 170
2024
Q1 		$1.18M Buy
4,700
+136
+3% +$32.7K 0.13% 158
2023
Q4 		$1.03M Buy
4,564
+162
+4% +$38.4K 0.13% 174
2023
Q3 		$1M Buy
4,402
+43
+1% +$9.62K 0.14% 164
2023
Q2 		$957K Buy
4,359
+80
+2% +$16.6K 0.14% 165
2023
Q1 		$812K Buy
4,279
+10
+0.2% +$1.9K 0.13% 168
2022
Q4 		$805K Sell
4,269
-114
-3% -$21.3K 0.16% 161
2022
Q3 		$750K Buy
4,383
+142
+3% +$25.2K 0.16% 165
2022
Q2 		$691K Buy
4,241
+85
+2% +$14.1K 0.15% 178
2022
Q1 		$722K Buy
4,156
+1
+0% +$159 0.13% 193
2021
Q4 		$653K Sell
4,155
-170
-4% -$27.8K 0.11% 216
2021
Q3 		$605K Hold
4,325
– – 0.11% 224
2021
Q2 		$605K Sell
4,325
-16
-0.4% -$2.26K 0.11% 224
2021
Q1 		$542K Sell
4,341
-344
-7% -$41.5K 0.11% 222
2020
Q4 		$580K Sell
4,685
-170
-4% -$19.4K 0.12% 205
2020
Q3 		$513K Sell
4,855
-180
-4% -$18.7K 0.14% 188
2020
Q2 		$491K Sell
5,035
-61
-1% -$5.4K 0.17% 156
2020
Q1 		$415K Sell
5,096
-228
-4% -$21.8K 0.02% 251
2019
Q4 		$507K Buy
5,324
+6
+0.1% +$550 0.05% 315
2019
Q3 		$476K Buy
5,318
+96
+2% +$8.63K 0.05% 309
2019
Q2 		$457K Buy
5,222
+104
+2% +$8.68K 0.2% 145
2019
Q1 		$400K Buy
5,118
+289
+6% +$22.3K 0.2% 141
2018
Q4 		$356K Sell
4,829
-1,187
-20% -$88.6K 0.21% 134
2018
Q3 		$448K Sell
6,016
-57
-0.9% -$4.09K 0.24% 119
2018
Q2 		$396K Buy
6,073
+1,311
+28% +$88.8K 0.24% 125
2018
Q1 		$327K Buy
4,762
+129
+3% +$8.7K 0.3% 118
2017
Q4 		$293K Buy
4,633
+29
+0.6% +$1.85K 0.29% 120
2017
Q3 		$283K Sell
4,604
-42
-0.9% -$2.47K 0.3% 119
2017
Q2 		$266K Sell
4,646
-58
-1% -$3.28K 0.5% 61
2017
Q1 		$266K Buy
4,704
+96
+2% +$5.29K 0.4% 68
2016
Q4 		$239K Buy
4,608
+14
+0.3% +$704 0.36% 73
2016
Q3 		$234K Buy
4,594
+68
+2% +$3.36K 0.28% 83
2016
Q2 		$215K Sell
4,526
-56
-1% -$2.6K 0.28% 86
2016
Q1 		$204K Buy
+4,582
New +$183K 0.3% 83
2015
Q3 		– Sell
-4,573
Closed -$216K – 115
2015
Q2 		$216K Sell
4,573
-136
-3% -$6.55K 0.3% 91
2015
Q1 		$220K Sell
4,709
-60
-1% -$2.8K 0.33% 80
2014
Q4 		$225K Buy
+4,769
New +$224K 0.3% 79

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

Sunbelt Securities's AJG Position: Q1 2026 in Review

Sunbelt Securities reduced its Arthur J. Gallagher & Co (AJG) stake by 3.2% in Q1 2026, selling an estimated $23.8K and leaving 3,119 shares worth $676K. The position accounts for 0.04% of the portfolio, ranked #338.

Sunbelt Securities first reported a position in AJG in Q4 2014 and has held it in 44 quarters since. The position peaked at $1.28M in Q3 2024. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Sunbelt Securities held 3,119 shares of Arthur J. Gallagher & Co worth $676K as of Q1 2026.
  • Sunbelt Securities sold 103 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $23.8K.
  • Arthur J. Gallagher & Co made up 0.04% of Sunbelt Securities's portfolio in Q1 2026, its #338 holding.
  • Sunbelt Securities first reported a position in Arthur J. Gallagher & Co in Q4 2014 and has held it in 44 quarters since.
  • Sunbelt Securities's Arthur J. Gallagher & Co position peaked at $1.28M in Q3 2024.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.