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Tilia Fiduciary Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Tilia Fiduciary Partners’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 		$2.54M Buy
11,745
+919
+8% +$212K 1.4% 24
2025
Q4 		$2.8M Buy
10,826
+434
+4% +$115K 1.55% 16
2025
Q3 		$3.22M Buy
10,392
+179
+2% +$54K 1.86% 13
2025
Q2 		$3.27M Buy
10,213
+121
+1% +$39.9K 2% 9
2025
Q1 		$3.48M Sell
10,092
-77
-0.8% -$24.3K 2.32% 7
2024
Q4 		$2.89M Buy
10,169
+372
+4% +$108K 1.97% 10
2024
Q3 		$2.76M Buy
9,797
+198
+2% +$55.8K 1.91% 15
2024
Q2 		$2.49M Buy
9,599
+516
+6% +$128K 1.95% 13
2024
Q1 		$2.27M Buy
9,083
+536
+6% +$129K 1.84% 14
2023
Q4 		$1.92M Buy
8,547
+270
+3% +$64K 1.79% 15
2023
Q3 		$1.89M Buy
8,277
+340
+4% +$76.1K 1.96% 9
2023
Q2 		$1.74M Buy
7,937
+897
+13% +$187K 1.56% 13
2023
Q1 		$1.35M Buy
7,040
+389
+6% +$73.8K 1.28% 23
2022
Q4 		$1.25M Buy
6,651
+463
+7% +$86.6K 1.21% 25
2022
Q3 		$1.09M Buy
6,188
+469
+8% +$83.3K 1.1% 26
2022
Q2 		$943K Buy
5,719
+346
+6% +$57.4K 0.9% 34
2022
Q1 		$938K Buy
5,373
+163
+3% +$26K 0.8% 43
2021
Q4 		$884K Buy
+5,210
New +$851K 0.71% 47

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

Tilia Fiduciary Partners's AJG Position: Q1 2026 in Review

Tilia Fiduciary Partners increased its Arthur J. Gallagher & Co (AJG) stake by 8.5% in Q1 2026, buying an estimated $212K and bringing the position to 11,745 shares worth $2.54M. The position accounts for 1.4% of the portfolio, ranked #24.

Tilia Fiduciary Partners first reported a position in AJG in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.48M in Q1 2025. 1,244 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Tilia Fiduciary Partners held 11,745 shares of Arthur J. Gallagher & Co worth $2.54M as of Q1 2026.
  • Tilia Fiduciary Partners bought 919 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $212K.
  • Arthur J. Gallagher & Co made up 1.4% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #24 holding.
  • Tilia Fiduciary Partners first reported a position in Arthur J. Gallagher & Co in Q4 2021 and has held it in 18 quarters since.
  • Tilia Fiduciary Partners's Arthur J. Gallagher & Co position peaked at $3.48M in Q1 2025.
  • 1,244 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.