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Three Bearings Fiduciary Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Three Bearings Fiduciary Advisors’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
-3
Closed -$749 – 333
2025
Q4 		$749 Buy
+3
New +$794 ﹤0.01% 331

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Three Bearings Fiduciary Advisors's AJG Position: Q1 2026 in Review

Three Bearings Fiduciary Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 3 shares — an estimated $749 sold.

Three Bearings Fiduciary Advisors first reported a position in AJG in Q4 2025 and held it in 1 quarter. The position peaked at $749 in Q4 2025. 1,244 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Three Bearings Fiduciary Advisors reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • Three Bearings Fiduciary Advisors sold 3 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $749.
  • Three Bearings Fiduciary Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2025 and held it in 1 quarter.
  • Three Bearings Fiduciary Advisors's Arthur J. Gallagher & Co position peaked at $749 in Q4 2025.
  • 1,244 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q1 2026, filed 11 Jun 2026.