Verdence Capital Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Verdence Capital 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	$225K	Buy	1,040 +94	+10%	+$21.7K	0.01%	581
2025 Q4	$245K	Buy	946 +1	+0.1%	+$265	0.01%	576
2025 Q3	$264K	Buy	945 +2	+0.2%	+$603	0.02%	615
2025 Q2	$302K	Buy	943 +4	+0.4%	+$1.32K	0.02%	549
2025 Q1	$324K	Buy	939 +7	+0.8%	+$2.21K	0.02%	512
2024 Q4	$265K	Hold	932	–	–	0.02%	547
2024 Q3	$262K	Sell	932 -1	-0.1%	-$282	0.02%	556
2024 Q2	$242K	Sell	933 -20	-2%	-$4.96K	0.02%	530
2024 Q1	$238K	Sell	953 -10	-1%	-$2.4K	0.02%	536
2023 Q4	$217K	Sell	963 -11	-1%	-$2.6K	0.02%	535
2023 Q3	$222K	Buy	974 +37	+4%	+$8.28K	0.02%	516
2023 Q2	$206K	Buy	+937	New	+$195K	0.02%	507

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

Verdence Capital Advisors's AJG Position: Q1 2026 in Review

Verdence Capital Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 9.9% in Q1 2026, buying an estimated $21.7K and bringing the position to 1,040 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #581.

Verdence Capital Advisors first reported a position in AJG in Q2 2023 and has held it in 12 quarters since. The position peaked at $324K in Q1 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Verdence Capital Advisors held 1,040 shares of Arthur J. Gallagher & Co worth $225K as of Q1 2026.
Verdence Capital Advisors bought 94 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $21.7K.
Arthur J. Gallagher & Co made up 0.01% of Verdence Capital Advisors's portfolio in Q1 2026, its #581 holding.
Verdence Capital Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2023 and has held it in 12 quarters since.
Verdence Capital Advisors's Arthur J. Gallagher & Co position peaked at $324K in Q1 2025.
1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.