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

Waverly Advisors’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	$1.23M	Buy	5,690 +524	+10%	+$121K	0.01%	773
2025 Q4	$1.34M	Buy	5,166 +3,210	+164%	+$850K	0.01%	682
2025 Q3	$606K	Sell	1,956 -78	-4%	-$23.5K	0.01%	785
2025 Q2	$651K	Buy	2,034 +210	+12%	+$69.2K	0.01%	732
2025 Q1	$630K	Buy	1,824 +2	+0.1%	+$632	0.01%	719
2024 Q4	$517K	Buy	+1,822	New	+$530K	0.01%	676
2018 Q4	–	Sell	-7,490	Closed	-$558K	–	120
2018 Q3	$558K	Hold	7,490	–	–	0.08%	115
2018 Q2	$489K	Hold	7,490	–	–	0.08%	118
2018 Q1	$515K	Hold	7,490	–	–	0.08%	113
2017 Q4	$474K	Buy	7,490 +252	+3%	+$16.1K	0.07%	148
2017 Q3	$445K	Buy	7,238 +301	+4%	+$17.7K	0.1%	142
2017 Q2	$397K	Hold	6,937	–	–	0.1%	151
2017 Q1	$392K	Buy	+6,937	New	+$382K	0.1%	148
2014 Q4	–	Sell	-8,130	Closed	-$369K	–	417
2014 Q3	$369K	Hold	8,130	–	–	0.2%	68
2014 Q2	$379K	Hold	8,130	–	–	0.16%	73
2014 Q1	$387K	Hold	8,130	–	–	0.17%	70
2013 Q4	$382K	Buy	+8,130	New	+$378K	0.13%	91

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

Waverly Advisors's AJG Position: Q1 2026 in Review

Waverly Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 10% in Q1 2026, buying an estimated $121K and bringing the position to 5,690 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #773.

Waverly Advisors first reported a position in AJG in Q4 2013 and has held it in 17 quarters since. The position peaked at $1.34M in Q4 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Waverly Advisors held 5,690 shares of Arthur J. Gallagher & Co worth $1.23M as of Q1 2026.
Waverly Advisors bought 524 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $121K.
Arthur J. Gallagher & Co made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #773 holding.
Waverly Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2013 and has held it in 17 quarters since.
Waverly Advisors's Arthur J. Gallagher & Co position peaked at $1.34M in Q4 2025.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.