Truist Financial’s Arthur J. Gallagher & Co AJG Stock Holding History

Truist Financial’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	-10,000	Closed	-$2.59M	–	2792
2025 Q4	$2.59M	Hold	10,000	–	–	﹤0.01%	1149
2025 Q3	$3.1M	Hold	10,000	–	–	﹤0.01%	1121
2025 Q2	$3.2M	Hold	10,000	–	–	﹤0.01%	1065
2025 Q1	$3.45M	Buy	+10,000	New	+$3.16M	0.01%	976
2024 Q4	–	Sell	-12,000	Closed	-$3.38M	–	2512
2024 Q3	$3.38M	Hold	12,000	–	–	0.01%	997
2024 Q2	$3.11M	Hold	12,000	–	–	﹤0.01%	1071
2024 Q1	$3M	Hold	12,000	–	–	﹤0.01%	1097
2023 Q4	$2.7M	Hold	12,000	–	–	﹤0.01%	1111
2023 Q3	$2.74M	Sell	12,000 -8,000	-40%	-$1.79M	﹤0.01%	1081
2023 Q2	$4.39M	Hold	20,000	–	–	0.01%	884
2023 Q1	$3.83M	Buy	20,000 +3,200	+19%	+$607K	0.01%	933
2022 Q4	$3.17M	Hold	16,800	–	–	0.01%	1000
2022 Q3	$2.88M	Hold	16,800	–	–	0.01%	1003
2022 Q2	$2.74M	Buy	+16,800	New	+$2.79M	0.01%	1066
2022 Q1	–	Sell	-17,000	Closed	-$2.88M	–	2675
2021 Q4	$2.88M	Hold	17,000	–	–	﹤0.01%	1105
2021 Q3	$2.53M	Buy	17,000 +7,000	+70%	+$1M	﹤0.01%	1163
2021 Q2	$1.4M	Hold	10,000	–	–	﹤0.01%	1458
2021 Q1	$1.25M	Buy	+10,000	New	+$1.21M	﹤0.01%	1452
2020 Q4	–	Sell	-10,000	Closed	-$1.06M	–	2542
2020 Q3	$1.06M	Hold	10,000	–	–	﹤0.01%	1341
2020 Q2	$975K	Buy	10,000 +4,000	+67%	+$354K	﹤0.01%	1308
2020 Q1	$489K	Sell	6,000 -10,000	-63%	-$958K	﹤0.01%	1571
2019 Q4	$1.52M	Buy	+16,000	New	+$1.47M	﹤0.01%	1255

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

Truist Financial's AJG Position: Q1 2026 in Review

Truist Financial reduced its Arthur J. Gallagher & Co (AJG) stake by 15% in Q1 2026, selling an estimated $3.7M and leaving 92,123 shares worth $20M. The position accounts for 0.03% of the portfolio, ranked #409.

Truist Financial first reported a position in AJG in Q2 2015 and has held it in 41 quarters since. The position peaked at $42.2M in Q3 2024. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Truist Financial held 92,123 shares of Arthur J. Gallagher & Co worth $20M as of Q1 2026.
Truist Financial sold 16,020 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $3.7M.
Arthur J. Gallagher & Co made up 0.03% of Truist Financial's portfolio in Q1 2026, its #409 holding.
Truist Financial first reported a position in Arthur J. Gallagher & Co in Q2 2015 and has held it in 41 quarters since.
Truist Financial's Arthur J. Gallagher & Co position peaked at $42.2M in Q3 2024.
1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.