TAM
AJG icon

Tocqueville Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Tocqueville Asset 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 		$10.1M Buy
46,538
+9,922
+27% +$2.29M 0.15% 154
2025
Q4 		$9.48M Buy
36,616
+9,899
+37% +$2.62M 0.14% 160
2025
Q3 		$8.28M Buy
26,717
+503
+2% +$152K 0.12% 181
2025
Q2 		$8.39M Buy
26,214
+23
+0.1% +$7.58K 0.13% 169
2025
Q1 		$9.04M Buy
+26,191
New +$8.27M 0.15% 133
2014
Q3 		– Sell
-5,500
Closed -$256K – 877
2014
Q2 		$256K Hold
5,500
– – ﹤0.01% 911
2014
Q1 		$262K Hold
5,500
– – ﹤0.01% 731
2013
Q4 		$258K Hold
5,500
– – ﹤0.01% 744
2013
Q3 		$240K Hold
5,500
– – ﹤0.01% 839
2013
Q2 		$240K Buy
+5,500
New +$238K ﹤0.01% 841

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 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