WCM Investment Management
AJG icon

WCM Investment Management’s Arthur J. Gallagher & Co AJG Stock Holding History

WCM Investment Management’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 		$510M Sell
2,362,513
-17,781
-0.7% -$4.11M 1.16% 34
2025
Q4 		$623M Sell
2,380,294
-51,704
-2% -$13.7M 1.28% 28
2025
Q3 		$743M Sell
2,431,998
-32,664
-1% -$9.85M 1.55% 22
2025
Q2 		$783M Buy
2,464,662
+128,071
+5% +$42.2M 1.79% 20
2025
Q1 		$796M Buy
2,336,591
+7,594
+0.3% +$2.4M 2.05% 19
2024
Q4 		$663M Sell
2,328,997
-13,875
-0.6% -$4.04M 1.56% 27
2024
Q3 		$655M Sell
2,342,872
-261,176
-10% -$73.7M 1.48% 25
2024
Q2 		$677M Sell
2,604,048
-20,399
-0.8% -$5.06M 1.6% 25
2024
Q1 		$656M Buy
2,624,447
+14,366
+0.6% +$3.45M 1.56% 25
2023
Q4 		$583M Buy
2,610,081
+13,208
+0.5% +$3.13M 1.61% 21
2023
Q3 		$592M Buy
2,596,873
+42,964
+2% +$9.62M 1.74% 19
2023
Q2 		$561M Sell
2,553,909
-16,933
-0.7% -$3.52M 1.68% 22
2023
Q1 		$492M Sell
2,570,842
-118,044
-4% -$22.4M 1.57% 22
2022
Q4 		$507M Buy
2,688,886
+141,783
+6% +$26.5M 1.69% 19
2022
Q3 		$436M Buy
+2,547,103
New +$452M 1.56% 18

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

WCM Investment Management's AJG Position: Q1 2026 in Review

WCM Investment Management reduced its Arthur J. Gallagher & Co (AJG) stake by 0.75% in Q1 2026, selling an estimated $4.11M and leaving 2,362,513 shares worth $510M. The position accounts for 1.16% of the portfolio, ranked #34.

WCM Investment Management first reported a position in AJG in Q3 2022 and has held it in 15 quarters since. The position peaked at $796M in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • WCM Investment Management held 2,362,513 shares of Arthur J. Gallagher & Co worth $510M as of Q1 2026.
  • WCM Investment Management sold 17,781 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $4.11M.
  • Arthur J. Gallagher & Co made up 1.16% of WCM Investment Management's portfolio in Q1 2026, its #34 holding.
  • WCM Investment Management first reported a position in Arthur J. Gallagher & Co in Q3 2022 and has held it in 15 quarters since.
  • WCM Investment Management's Arthur J. Gallagher & Co position peaked at $796M in Q1 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on WCM Investment Management's 13F filing for Q1 2026, filed 7 May 2026.