TIAA Trust, National Association
AJG icon

TIAA Trust, National Association’s Arthur J. Gallagher & Co AJG Stock Holding History

TIAA Trust, National Association’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
-1,954
Closed -$506K – 400
2025
Q4 		$506K Sell
1,954
-188
-9% -$49.8K ﹤0.01% 486
2025
Q3 		$663K Sell
2,142
-83
-4% -$25K ﹤0.01% 440
2025
Q2 		$712K Buy
2,225
+163
+8% +$53.7K ﹤0.01% 415
2025
Q1 		$712K Sell
2,062
-2,020
-49% -$638K ﹤0.01% 408
2024
Q4 		$1.16M Buy
4,082
+203
+5% +$59.1K ﹤0.01% 344
2024
Q3 		$1.09M Sell
3,879
-19
-0.5% -$5.36K ﹤0.01% 355
2024
Q2 		$1.01M Buy
3,898
+139
+4% +$34.5K ﹤0.01% 349
2024
Q1 		$940K Buy
3,759
+30
+0.8% +$7.21K ﹤0.01% 354
2023
Q4 		$839K Buy
3,729
+291
+8% +$68.9K ﹤0.01% 354
2023
Q3 		$784K Buy
+3,438
New +$770K ﹤0.01% 362

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA Trust, National Association's AJG Position: Q1 2026 in Review

TIAA Trust, National Association sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 1,954 shares — an estimated $506K sold.

TIAA Trust, National Association first reported a position in AJG in Q3 2023 and held it in 10 quarters. The position peaked at $1.16M in Q4 2024. 1,246 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • TIAA Trust, National Association reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • TIAA Trust, National Association sold 1,954 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $506K.
  • TIAA Trust, National Association first reported a position in Arthur J. Gallagher & Co in Q3 2023 and held it in 10 quarters.
  • TIAA Trust, National Association's Arthur J. Gallagher & Co position peaked at $1.16M in Q4 2024.
  • 1,246 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on TIAA Trust, National Association's 13F filing for Q1 2026, filed 12 May 2026.