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

Van Hulzen 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	$5.93M	Sell	27,364 -68,106	-71%	-$15.7M	0.44%	56
2025 Q4	$24.7M	Buy	95,470 +7,025	+8%	+$1.86M	1.81%	12
2025 Q3	$27.4M	Buy	88,445 +5,323	+6%	+$1.6M	2.04%	9
2025 Q2	$26.6M	Buy	83,122 +4,005	+5%	+$1.32M	2.22%	8
2025 Q1	$27.3M	Sell	79,117 -18,922	-19%	-$5.98M	2.49%	5
2024 Q4	$27.8M	Buy	98,039 +1,892	+2%	+$551K	2.03%	8
2024 Q3	$27.1M	Sell	96,147 -21,442	-18%	-$6.05M	1.96%	8
2024 Q2	$30.5M	Buy	117,589 +14,144	+14%	+$3.51M	2.05%	8
2024 Q1	$25.9M	Buy	103,445 +3,756	+4%	+$903K	1.71%	13
2023 Q4	$22.4M	Sell	99,689 -23,993	-19%	-$5.68M	1.58%	13
2023 Q3	$28.2M	Buy	123,682 +2,470	+2%	+$553K	2.17%	7
2023 Q2	$26.6M	Buy	121,212 +15,411	+15%	+$3.21M	2.27%	10
2023 Q1	$20.2M	Buy	105,801 +36,300	+52%	+$6.89M	1.9%	13
2022 Q4	$13.1M	Buy	69,501 +8,001	+13%	+$1.5M	1.51%	17
2022 Q3	$10.5M	Buy	+61,500	New	+$10.9M	1.3%	22

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

Van Hulzen Asset Management's AJG Position: Q1 2026 in Review

Van Hulzen Asset Management reduced its Arthur J. Gallagher & Co (AJG) stake by 71% in Q1 2026, selling an estimated $15.7M and leaving 27,364 shares worth $5.93M. The position accounts for 0.44% of the portfolio, ranked #56.

Van Hulzen Asset Management first reported a position in AJG in Q3 2022 and has held it in 15 quarters since. The position peaked at $30.5M in Q2 2024. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Van Hulzen Asset Management held 27,364 shares of Arthur J. Gallagher & Co worth $5.93M as of Q1 2026.
Van Hulzen Asset Management sold 68,106 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $15.7M.
Arthur J. Gallagher & Co made up 0.44% of Van Hulzen Asset Management's portfolio in Q1 2026, its #56 holding.
Van Hulzen Asset Management first reported a position in Arthur J. Gallagher & Co in Q3 2022 and has held it in 15 quarters since.
Van Hulzen Asset Management's Arthur J. Gallagher & Co position peaked at $30.5M in Q2 2024.
1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.