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Terra Nova Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Terra Nova Asset 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 		– Sell
-2,149
Closed -$556K – 85
2025
Q4 		$556K Sell
2,149
-5,818
-73% -$1.54M 0.37% 58
2025
Q3 		$2.47M Sell
7,967
-2,301
-22% -$694K 1.56% 28
2025
Q2 		$3.29M Buy
10,268
+56
+0.5% +$18.5K 2.3% 12
2025
Q1 		$3.53M Buy
10,212
+11
+0.1% +$3.48K 2.77% 6
2024
Q4 		$2.9M Buy
10,201
+88
+0.9% +$25.6K 2.21% 15
2024
Q3 		$2.85M Buy
10,113
+52
+0.5% +$14.7K 2.11% 17
2024
Q2 		$2.61M Buy
10,061
+1,209
+14% +$300K 2.06% 15
2024
Q1 		$2.21M Buy
8,852
+215
+2% +$51.7K 1.76% 23
2023
Q4 		$1.94M Buy
8,637
+146
+2% +$34.6K 1.7% 24
2023
Q3 		$1.86M Hold
8,491
– – 1.7% 21
2023
Q2 		$1.86M Buy
8,491
+611
+8% +$127K 1.7% 21
2023
Q1 		$1.51M Buy
7,880
+1,295
+20% +$246K 1.48% 26
2022
Q4 		$1.24M Buy
+6,585
New +$1.23M 1.3% 36

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

Terra Nova Asset Management's AJG Position: Q1 2026 in Review

Terra Nova Asset Management sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 2,149 shares — an estimated $556K sold.

Terra Nova Asset Management first reported a position in AJG in Q4 2022 and held it in 13 quarters. The position peaked at $3.53M in Q1 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Terra Nova Asset Management reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • Terra Nova Asset Management sold 2,149 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $556K.
  • Terra Nova Asset Management first reported a position in Arthur J. Gallagher & Co in Q4 2022 and held it in 13 quarters.
  • Terra Nova Asset Management's Arthur J. Gallagher & Co position peaked at $3.53M in Q1 2025.
  • 1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Terra Nova Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.