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Values First Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Values First Advisors’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
-1,236
Closed -$320K – 180
2025
Q4 		$320K Buy
1,236
+154
+14% +$40.8K 0.17% 134
2025
Q3 		$335K Sell
1,082
-18
-2% -$5.43K 0.18% 129
2025
Q2 		$352K Sell
1,100
-123
-10% -$40.5K 0.19% 135
2025
Q1 		$421K Sell
1,223
-122
-9% -$38.5K 0.25% 111
2024
Q4 		$382K Sell
1,345
-219
-14% -$63.7K 0.21% 116
2024
Q3 		$440K Sell
1,564
-58
-4% -$16.4K 0.24% 97
2024
Q2 		$421K Buy
1,622
+137
+9% +$34K 0.25% 94
2024
Q1 		$371K Buy
1,485
+520
+54% +$125K 0.22% 117
2023
Q4 		$217K Sell
965
-551
-36% -$131K 0.13% 142
2023
Q3 		$346K Sell
1,516
-243
-14% -$54.4K 0.22% 114
2023
Q2 		$386K Buy
1,759
+29
+2% +$6.04K 0.23% 111
2023
Q1 		$331K Buy
+1,730
New +$328K 0.21% 113

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 $5.72T 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

Values First Advisors's AJG Position: Q1 2026 in Review

Values First Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 1,236 shares — an estimated $320K sold.

Values First Advisors first reported a position in AJG in Q1 2023 and held it in 12 quarters. The position peaked at $440K in Q3 2024. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Values First Advisors reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • Values First Advisors sold 1,236 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $320K.
  • Values First Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2023 and held it in 12 quarters.
  • Values First Advisors's Arthur J. Gallagher & Co position peaked at $440K in Q3 2024.
  • 1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.