TFR Capital’s Arthur J. Gallagher & Co AJG Stock Holding History

TFR Capital’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	$944K	Buy	4,357 +521	+14%	+$120K	0.29%	80
2025 Q4	$993K	Buy	3,836 +317	+9%	+$83.9K	0.33%	71
2025 Q3	$1.09M	Buy	3,519 +85	+2%	+$25.6K	0.36%	65
2025 Q2	$1.1M	Buy	3,434 +129	+4%	+$42.5K	0.4%	66
2025 Q1	$1.14M	Buy	3,305 +592	+22%	+$187K	0.48%	65
2024 Q4	$770K	Buy	+2,713	New	+$790K	0.38%	60

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

TFR Capital's AJG Position: Q1 2026 in Review

TFR Capital increased its Arthur J. Gallagher & Co (AJG) stake by 14% in Q1 2026, buying an estimated $120K and bringing the position to 4,357 shares worth $944K. The position accounts for 0.29% of the portfolio, ranked #80.

TFR Capital first reported a position in AJG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.14M in Q1 2025. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

TFR Capital held 4,357 shares of Arthur J. Gallagher & Co worth $944K as of Q1 2026.
TFR Capital bought 521 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $120K.
Arthur J. Gallagher & Co made up 0.29% of TFR Capital's portfolio in Q1 2026, its #80 holding.
TFR Capital first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 6 quarters since.
TFR Capital's Arthur J. Gallagher & Co position peaked at $1.14M in Q1 2025.
1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on TFR Capital's 13F filing for Q1 2026, filed 4 May 2026.