VAG
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VisionPoint Advisory Group’s Arthur J. Gallagher & Co AJG Stock Holding History

VisionPoint Advisory Group’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
-853
Closed -$221K – 441
2025
Q4 		$221K Sell
853
-260
-23% -$68.8K 0.04% 367
2025
Q3 		$345K Sell
1,113
-122
-10% -$36.8K 0.07% 274
2025
Q2 		$395K Buy
1,235
+74
+6% +$24.4K 0.09% 218
2025
Q1 		$401K Sell
1,161
-70
-6% -$22.1K 0.14% 135
2024
Q4 		$340K Sell
1,231
-21
-2% -$6.11K 0.12% 135
2024
Q3 		$352K Buy
1,252
+243
+24% +$68.5K 0.12% 129
2024
Q2 		$262K Buy
1,009
+225
+29% +$55.8K 0.09% 145
2024
Q1 		$196K Buy
784
+260
+50% +$62.5K 0.07% 167
2023
Q4 		$118K Buy
524
+422
+414% +$100K 0.04% 180
2023
Q3 		$23.3K Sell
102
-36
-26% -$8.06K 0.01% 351
2023
Q2 		$30.3K Buy
+138
New +$28.7K 0.01% 249
2019
Q4 		– Sell
-28,313
Closed -$2.52M – 127
2019
Q3 		$2.52M Buy
28,313
+1,681
+6% +$151K 0.69% 23
2019
Q2 		$2.33M Sell
26,632
-500
-2% -$41.7K 0.67% 22
2019
Q1 		$2.12M Buy
27,132
+2,167
+9% +$167K 0.6% 27
2018
Q4 		$1.84M Buy
+24,965
New +$1.86M 0.6% 28

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VisionPoint Advisory Group's AJG Position: Q1 2026 in Review

VisionPoint Advisory Group sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 853 shares — an estimated $221K sold.

VisionPoint Advisory Group first reported a position in AJG in Q4 2018 and held it in 15 quarters. The position peaked at $2.52M in Q3 2019. 1,246 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • VisionPoint Advisory Group reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • VisionPoint Advisory Group sold 853 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $221K.
  • VisionPoint Advisory Group first reported a position in Arthur J. Gallagher & Co in Q4 2018 and held it in 15 quarters.
  • VisionPoint Advisory Group's Arthur J. Gallagher & Co position peaked at $2.52M in Q3 2019.
  • 1,246 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on VisionPoint Advisory Group's 13F filing for Q1 2026, filed 7 May 2026.