Synergy Investment Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Synergy Investment Management’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	$1.08K	Buy	+5	New	+$1.16K	﹤0.01%	760

Other funds holding AJG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Synergy Investment Management's AJG Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Arthur J. Gallagher & Co (AJG) in Q1 2026: 5 shares worth $1.08K. The stake represents ﹤0.01% of the portfolio and ranks #760 among its holdings.

1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Synergy Investment Management held 5 shares of Arthur J. Gallagher & Co worth $1.08K as of Q1 2026.
Arthur J. Gallagher & Co was a new Synergy Investment Management position in Q1 2026.
Arthur J. Gallagher & Co made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #760 holding.
1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.