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

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 $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Virtus Investment Advisers's AJG Position: Q1 2026 in Review

Virtus Investment Advisers sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 7,130 shares — an estimated $1.85M sold.

Virtus Investment Advisers first reported a position in AJG in Q3 2016 and held it in 9 quarters. The position peaked at $1.85M in Q4 2025. 1,248 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Virtus Investment Advisers reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
Virtus Investment Advisers sold 7,130 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $1.85M.
Virtus Investment Advisers first reported a position in Arthur J. Gallagher & Co in Q3 2016 and held it in 9 quarters.
Virtus Investment Advisers's Arthur J. Gallagher & Co position peaked at $1.85M in Q4 2025.
1,248 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Virtus Investment Advisers's 13F filing for Q1 2026, filed 14 May 2026.