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TD Private Client Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

TD Private Client Wealth’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 		$2.57M Sell
11,886
-1,702
-13% -$393K 0.05% 217
2025
Q4 		$3.52M Sell
13,588
-2,760
-17% -$731K 0.07% 171
2025
Q3 		$5.06M Buy
16,348
+414
+3% +$125K 0.11% 124
2025
Q2 		$5.1M Sell
15,934
-3,614
-18% -$1.19M 0.13% 118
2025
Q1 		$6.75M Sell
19,548
-188
-1% -$59.4K 0.19% 89
2024
Q4 		$5.6M Buy
19,736
+592
+3% +$172K 0.16% 97
2024
Q3 		$5.39M Sell
19,144
-581
-3% -$164K 0.15% 99
2024
Q2 		$5.11M Buy
19,725
+548
+3% +$136K 0.16% 96
2024
Q1 		$4.8M Buy
19,177
+1,625
+9% +$391K 0.16% 113
2023
Q4 		$3.95M Buy
17,552
+1,561
+10% +$370K 0.14% 125
2023
Q3 		$3.65M Sell
15,991
-13,950
-47% -$3.12M 0.16% 134
2023
Q2 		$6.57M Sell
29,941
-2,055
-6% -$428K 0.28% 69
2023
Q1 		$6.12M Buy
31,996
+2,881
+10% +$547K 0.27% 81
2022
Q4 		$5.49M Sell
29,115
-57
-0.2% -$10.7K 0.26% 88
2022
Q3 		$5M Buy
29,172
+395
+1% +$70.1K 0.26% 87
2022
Q2 		$4.69M Buy
28,777
+68
+0.2% +$11.3K 0.23% 99
2022
Q1 		$5.02M Sell
28,709
-818
-3% -$130K 0.21% 107
2021
Q4 		$5.01M Buy
29,527
+11,839
+67% +$1.93M 0.21% 105
2021
Q3 		$2.63M Sell
17,688
-550
-3% -$78.7K 0.11% 184
2021
Q2 		$2.55M Sell
18,238
-1,609
-8% -$227K 0.11% 195
2021
Q1 		$2.48M Buy
19,847
+1,125
+6% +$136K 0.12% 188
2020
Q4 		$2.32M Buy
18,722
+2,718
+17% +$310K 0.12% 185
2020
Q3 		$1.69M Buy
16,004
+7,176
+81% +$744K 0.09% 215
2020
Q2 		$861K Sell
8,828
-2,938
-25% -$260K 0.05% 301
2020
Q1 		$959K Sell
11,766
-140
-1% -$13.4K 0.07% 230
2019
Q4 		$1.13M Buy
+11,906
New +$1.09M 0.07% 255

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

TD Private Client Wealth's AJG Position: Q1 2026 in Review

TD Private Client Wealth reduced its Arthur J. Gallagher & Co (AJG) stake by 13% in Q1 2026, selling an estimated $393K and leaving 11,886 shares worth $2.57M. The position accounts for 0.05% of the portfolio, ranked #217.

TD Private Client Wealth first reported a position in AJG in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.75M in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • TD Private Client Wealth held 11,886 shares of Arthur J. Gallagher & Co worth $2.57M as of Q1 2026.
  • TD Private Client Wealth sold 1,702 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $393K.
  • Arthur J. Gallagher & Co made up 0.05% of TD Private Client Wealth's portfolio in Q1 2026, its #217 holding.
  • TD Private Client Wealth first reported a position in Arthur J. Gallagher & Co in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's Arthur J. Gallagher & Co position peaked at $6.75M in Q1 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.