Vident Advisory’s Arthur J. Gallagher & Co AJG Stock Holding History

Vident Advisory’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	$11.9M	Sell	54,750 -10,591	-16%	-$2.45M	0.1%	180
2025 Q4	$16.9M	Buy	65,341 +2,533	+4%	+$671K	0.15%	120
2025 Q3	$19.5M	Buy	62,808 +12,669	+25%	+$3.82M	0.19%	111
2025 Q2	$16.1M	Buy	50,139 +42,807	+584%	+$14.1M	0.18%	115
2025 Q1	$2.53M	Buy	7,332 +3,845	+110%	+$1.21M	0.04%	400
2024 Q4	$990K	Sell	3,487 -4,256	-55%	-$1.24M	0.02%	642
2024 Q3	$2.18M	Buy	7,743 +1,717	+28%	+$484K	0.05%	370
2024 Q2	$1.56M	Sell	6,026 -64,130	-91%	-$15.9M	0.04%	450
2024 Q1	$17.5M	Buy	70,156 +66,728	+1,947%	+$16M	0.37%	68
2023 Q4	$771K	Buy	3,428 +1,551	+83%	+$367K	0.02%	638
2023 Q3	$428K	Buy	+1,877	New	+$420K	0.01%	756

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

Vident Advisory's AJG Position: Q1 2026 in Review

Vident Advisory reduced its Arthur J. Gallagher & Co (AJG) stake by 16% in Q1 2026, selling an estimated $2.45M and leaving 54,750 shares worth $11.9M. The position accounts for 0.1% of the portfolio, ranked #180.

Vident Advisory first reported a position in AJG in Q3 2023 and has held it in 11 quarters since. The position peaked at $19.5M in Q3 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Vident Advisory held 54,750 shares of Arthur J. Gallagher & Co worth $11.9M as of Q1 2026.
Vident Advisory sold 10,591 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $2.45M.
Arthur J. Gallagher & Co made up 0.1% of Vident Advisory's portfolio in Q1 2026, its #180 holding.
Vident Advisory first reported a position in Arthur J. Gallagher & Co in Q3 2023 and has held it in 11 quarters since.
Vident Advisory's Arthur J. Gallagher & Co position peaked at $19.5M in Q3 2025.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.