TFC Financial Management’s Arthur J. Gallagher & Co AJG Stock Holding History

TFC Financial 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	Sell	5 -2	-29%	-$462	﹤0.01%	605
2025 Q4	$1.81K	Buy	7 +1	+17%	+$265	﹤0.01%	538
2025 Q3	$1.86K	Hold	6	–	–	﹤0.01%	561
2025 Q2	$1.92K	Hold	6	–	–	﹤0.01%	511
2025 Q1	$2.07K	Hold	6	–	–	﹤0.01%	487
2024 Q4	$1.7K	Hold	6	–	–	﹤0.01%	522
2024 Q3	$1.69K	Hold	6	–	–	﹤0.01%	522
2024 Q2	$1.56K	Hold	6	–	–	﹤0.01%	517
2024 Q1	$1.5K	Buy	6 +1	+20%	+$240	﹤0.01%	495
2023 Q4	$1.13K	Hold	5	–	–	﹤0.01%	506
2023 Q3	$1.14K	Hold	5	–	–	﹤0.01%	519
2023 Q2	$1.1K	Buy	5 +2	+67%	+$416	﹤0.01%	507
2023 Q1	$574	Buy	+3	New	+$569	﹤0.01%	559

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

TFC Financial Management's AJG Position: Q1 2026 in Review

TFC Financial Management reduced its Arthur J. Gallagher & Co (AJG) stake by 29% in Q1 2026, selling an estimated $462 and leaving 5 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

TFC Financial Management first reported a position in AJG in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.07K in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

TFC Financial Management held 5 shares of Arthur J. Gallagher & Co worth $1.08K as of Q1 2026.
TFC Financial Management sold 2 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $462.
Arthur J. Gallagher & Co made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #605 holding.
TFC Financial Management first reported a position in Arthur J. Gallagher & Co in Q1 2023 and has held it in 13 quarters since.
TFC Financial Management's Arthur J. Gallagher & Co position peaked at $2.07K in Q1 2025.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.