Texas Capital Bank Wealth Management Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Texas Capital Bank Wealth Management Services’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	$477K	Sell	2,202 -19	-0.9%	-$4.39K	0.03%	215
2025 Q4	$575K	Buy	2,221 +1,207	+119%	+$320K	0.03%	186
2025 Q3	$314K	Buy	+1,014	New	+$306K	0.03%	200

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

Texas Capital Bank Wealth Management Services's AJG Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services reduced its Arthur J. Gallagher & Co (AJG) stake by 0.86% in Q1 2026, selling an estimated $4.39K and leaving 2,202 shares worth $477K. The position accounts for 0.03% of the portfolio, ranked #215.

Texas Capital Bank Wealth Management Services first reported a position in AJG in Q3 2025 and has held it in 3 quarters since. The position peaked at $575K in Q4 2025. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Texas Capital Bank Wealth Management Services held 2,202 shares of Arthur J. Gallagher & Co worth $477K as of Q1 2026.
Texas Capital Bank Wealth Management Services sold 19 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $4.39K.
Arthur J. Gallagher & Co made up 0.03% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #215 holding.
Texas Capital Bank Wealth Management Services first reported a position in Arthur J. Gallagher & Co in Q3 2025 and has held it in 3 quarters since.
Texas Capital Bank Wealth Management Services's Arthur J. Gallagher & Co position peaked at $575K in Q4 2025.
1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.