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VIA
Virtus Investment Advisers’s
Arthur J. Gallagher & Co
AJG
Stock Holding History
Virtus Investment Advisers’s Portfolio
AJG Stock Details
AJG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
-7,130
Closed
-$1.85M
–
454
2025
Q4
$1.85M
Buy
7,130
+1,201
+20%
+$318K
0.5%
73
2025
Q3
$1.84M
Buy
+5,929
New
+$1.79M
0.53%
76
2025
Q2
–
Sell
-4,841
Closed
-$1.67M
–
440
2025
Q1
$1.67M
Buy
+4,841
New
+$1.53M
0.45%
12
2018
Q1
–
Sell
-17,457
Closed
-$1.1M
–
23
2017
Q4
$1.1M
Sell
17,457
-727
-4%
-$46.4K
0.12%
200
2017
Q3
$1.12M
Sell
18,184
-1,859
-9%
-$109K
0.12%
209
2017
Q2
$1.15M
Sell
20,043
-4,674
-19%
-$264K
0.11%
207
2017
Q1
$1.4M
Sell
24,717
-4,828
-16%
-$266K
0.12%
202
2016
Q4
$1.53M
Buy
29,545
+28,100
+1,945%
+$1.41M
0.12%
212
2016
Q3
$74K
Buy
+1,445
New
+$71.3K
﹤0.01%
508
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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