Valley Wealth Managers’s Arthur J. Gallagher & Co AJG Stock Holding History

Valley Wealth Managers’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	$37.7K	Hold	174	–	–	﹤0.01%	225
2025 Q4	$45K	Hold	174	–	–	﹤0.01%	221
2025 Q3	$53.9K	Buy	174 +31	+22%	+$9.35K	﹤0.01%	203
2025 Q2	$45.8K	Hold	143	–	–	﹤0.01%	202
2025 Q1	$49.4K	Hold	143	–	–	﹤0.01%	207
2024 Q4	$40.6K	Hold	143	–	–	﹤0.01%	219
2024 Q3	$40.2K	Hold	143	–	–	﹤0.01%	226
2024 Q2	$37.1K	Hold	143	–	–	﹤0.01%	231
2024 Q1	$35.8K	Hold	143	–	–	﹤0.01%	225
2023 Q4	$32.2K	Hold	143	–	–	﹤0.01%	230
2023 Q3	$32.6K	Hold	143	–	–	﹤0.01%	234
2023 Q2	$31.4K	Hold	143	–	–	﹤0.01%	228
2023 Q1	$27.4K	Hold	143	–	–	﹤0.01%	243
2022 Q4	$27K	Hold	143	–	–	﹤0.01%	259
2022 Q3	$24K	Hold	143	–	–	﹤0.01%	279
2022 Q2	$23K	Buy	+143	New	+$23.7K	﹤0.01%	287

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

Valley Wealth Managers's AJG Position: Q1 2026 in Review

Valley Wealth Managers held its Arthur J. Gallagher & Co (AJG) position steady in Q1 2026 at 174 shares worth $37.7K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

Valley Wealth Managers first reported a position in AJG in Q2 2022 and has held it in 16 quarters since. The position peaked at $53.9K in Q3 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Valley Wealth Managers held 174 shares of Arthur J. Gallagher & Co worth $37.7K as of Q1 2026.
Valley Wealth Managers left its Arthur J. Gallagher & Co share count unchanged in Q1 2026.
Arthur J. Gallagher & Co made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #225 holding.
Valley Wealth Managers first reported a position in Arthur J. Gallagher & Co in Q2 2022 and has held it in 16 quarters since.
Valley Wealth Managers's Arthur J. Gallagher & Co position peaked at $53.9K in Q3 2025.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.