Wealthspire Advisors (New York)’s Arthur J. Gallagher & Co AJG Stock Holding History

Wealthspire Advisors (New York)’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	$2.99M	Sell	13,810 -588	-4%	-$136K	0.02%	228
2025 Q4	$3.73M	Buy	14,398 +7,104	+97%	+$1.88M	0.03%	189
2025 Q3	$2.26M	Sell	7,294 -180	-2%	-$54.3K	0.01%	258
2025 Q2	$2.39M	Sell	7,474 -100	-1%	-$33K	0.01%	254
2025 Q1	$2.61M	Buy	7,574 +3,365	+80%	+$1.06M	0.02%	235
2024 Q4	$1.19M	Buy	4,209 +582	+16%	+$169K	0.01%	337
2024 Q3	$1.02M	Buy	+3,627	New	+$1.02M	0.01%	371
2019 Q1	–	Sell	-101	Closed	-$7K	–	70
2018 Q4	$7K	Buy	+101	New	+$7.54K	﹤0.01%	577

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

Wealthspire Advisors (New York)'s AJG Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Arthur J. Gallagher & Co (AJG) stake by 4.1% in Q1 2026, selling an estimated $136K and leaving 13,810 shares worth $2.99M. The position accounts for 0.02% of the portfolio, ranked #228.

Wealthspire Advisors (New York) first reported a position in AJG in Q4 2018 and has held it in 8 quarters since. The position peaked at $3.73M in Q4 2025. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Wealthspire Advisors (New York) held 13,810 shares of Arthur J. Gallagher & Co worth $2.99M as of Q1 2026.
Wealthspire Advisors (New York) sold 588 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $136K.
Arthur J. Gallagher & Co made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #228 holding.
Wealthspire Advisors (New York) first reported a position in Arthur J. Gallagher & Co in Q4 2018 and has held it in 8 quarters since.
Wealthspire Advisors (New York)'s Arthur J. Gallagher & Co position peaked at $3.73M in Q4 2025.
1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.