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W Advisors LLC’s Arthur J. Gallagher & Co AJG Stock Holding History

W Advisors LLC’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
-820
Closed -$212K – 143
2025
Q4 		$212K Sell
820
-117
-12% -$31K 0.11% 135
2025
Q3 		$290K Buy
937
+22
+2% +$6.63K 0.15% 109
2025
Q2 		$293K Buy
915
+4
+0.4% +$1.32K 0.17% 103
2025
Q1 		$315K Sell
911
-625
-41% -$197K 0.2% 92
2024
Q4 		$436K Buy
1,536
+22
+1% +$6.4K 0.27% 75
2024
Q3 		$426K Buy
1,514
+36
+2% +$10.2K 0.26% 74
2024
Q2 		$383K Buy
1,478
+90
+6% +$22.3K 0.25% 73
2024
Q1 		$347K Buy
1,388
+15
+1% +$3.61K 0.24% 82
2023
Q4 		$309K Buy
1,373
+55
+4% +$13K 0.23% 84
2023
Q3 		$300K Buy
1,318
+30
+2% +$6.71K 0.25% 82
2023
Q2 		$283K Hold
1,288
– – 0.22% 84
2023
Q1 		$246K Sell
1,288
-46
-3% -$8.73K 0.2% 92
2022
Q4 		$252K Buy
1,334
+34
+3% +$6.36K 0.21% 92
2022
Q3 		$223K Sell
1,300
-5
-0.4% -$888 0.21% 87
2022
Q2 		$213K Buy
1,305
+18
+1% +$2.99K 0.18% 100
2022
Q1 		$225K Buy
+1,287
New +$205K 0.17% 99

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

W Advisors LLC's AJG Position: Q1 2026 in Review

W Advisors LLC sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 820 shares — an estimated $212K sold.

W Advisors LLC first reported a position in AJG in Q1 2022 and held it in 16 quarters. The position peaked at $436K in Q4 2024. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • W Advisors LLC reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • W Advisors LLC sold 820 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $212K.
  • W Advisors LLC first reported a position in Arthur J. Gallagher & Co in Q1 2022 and held it in 16 quarters.
  • W Advisors LLC's Arthur J. Gallagher & Co position peaked at $436K in Q4 2024.
  • 1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on W Advisors LLC's 13F filing for Q1 2026, filed 29 Apr 2026.