Wellington Management Group
AJG icon

Wellington Management Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Wellington Management 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 		$560M Sell
2,583,359
-382,624
-13% -$88.4M 0.1% 194
2025
Q4 		$768M Sell
2,965,983
-304,824
-9% -$80.7M 0.13% 161
2025
Q3 		$1.01B Buy
3,270,807
+395,304
+14% +$119M 0.18% 126
2025
Q2 		$921M Sell
2,875,503
-84,170
-3% -$27.7M 0.17% 138
2025
Q1 		$1.02B Buy
2,959,673
+137,354
+5% +$43.4M 0.2% 117
2024
Q4 		$801M Buy
2,822,319
+1,745,283
+162% +$508M 0.15% 143
2024
Q3 		$303M Sell
1,077,036
-102,975
-9% -$29M 0.05% 302
2024
Q2 		$306M Sell
1,180,011
-4,180
-0.4% -$1.04M 0.05% 293
2024
Q1 		$296M Sell
1,184,191
-144,375
-11% -$34.7M 0.05% 318
2023
Q4 		$299M Sell
1,328,566
-1,239,091
-48% -$293M 0.06% 303
2023
Q3 		$585M Sell
2,567,657
-178,358
-6% -$39.9M 0.12% 174
2023
Q2 		$603M Buy
2,746,015
+86,014
+3% +$17.9M 0.11% 179
2023
Q1 		$509M Sell
2,660,001
-227,293
-8% -$43.1M 0.1% 193
2022
Q4 		$544M Sell
2,887,294
-192,122
-6% -$35.9M 0.11% 189
2022
Q3 		$527M Sell
3,079,416
-397,258
-11% -$70.5M 0.11% 189
2022
Q2 		$567M Buy
3,476,674
+1,103,348
+46% +$183M 0.11% 170
2022
Q1 		$414M Sell
2,373,326
-2,701
-0.1% -$431K 0.07% 250
2021
Q4 		$403M Sell
2,376,027
-67,505
-3% -$11M 0.06% 272
2021
Q3 		$363M Buy
2,443,532
+19,102
+0.8% +$2.73M 0.06% 289
2021
Q2 		$340M Buy
2,424,430
+121,515
+5% +$17.2M 0.06% 313
2021
Q1 		$287M Sell
2,302,915
-16,551
-0.7% -$2M 0.05% 343
2020
Q4 		$287M Buy
2,319,466
+409,722
+21% +$46.7M 0.05% 325
2020
Q3 		$202M Sell
1,909,744
-70,902
-4% -$7.35M 0.04% 362
2020
Q2 		$193M Sell
1,980,646
-376,013
-16% -$33.3M 0.04% 363
2020
Q1 		$192M Buy
2,356,659
+1,684
+0.1% +$161K 0.05% 308
2019
Q4 		$224M Sell
2,354,975
-546,986
-19% -$50.1M 0.05% 373
2019
Q3 		$260M Buy
2,901,961
+206,381
+8% +$18.6M 0.06% 314
2019
Q2 		$236M Buy
2,695,580
+1,593,410
+145% +$133M 0.05% 331
2019
Q1 		$86.1M Sell
1,102,170
-1,257,931
-53% -$96.9M 0.02% 583
2018
Q4 		$174M Sell
2,360,101
-973,258
-29% -$72.7M 0.04% 372
2018
Q3 		$248M Sell
3,333,359
-84,779
-2% -$6.08M 0.05% 337
2018
Q2 		$223M Sell
3,418,138
-378,615
-10% -$25.6M 0.05% 350
2018
Q1 		$261M Buy
3,796,753
+15,098
+0.4% +$1.02M 0.06% 316
2017
Q4 		$239M Buy
3,781,655
+319,114
+9% +$20.4M 0.05% 333
2017
Q3 		$213M Buy
3,462,541
+2,476,598
+251% +$146M 0.05% 343
2017
Q2 		$56.4M Sell
985,943
-306,130
-24% -$17.3M 0.01% 696
2017
Q1 		$73.1M Sell
1,292,073
-35,596
-3% -$1.96M 0.02% 604
2016
Q4 		$69M Sell
1,327,669
-245,039
-16% -$12.3M 0.02% 620
2016
Q3 		$80M Buy
1,572,708
+76,333
+5% +$3.77M 0.02% 553
2016
Q2 		$71.2M Sell
1,496,375
-2,678
-0.2% -$124K 0.02% 573
2016
Q1 		$66.7M Buy
1,499,053
+414,437
+38% +$16.5M 0.02% 586
2015
Q4 		$44.4M Buy
1,084,616
+92,774
+9% +$3.99M 0.01% 707
2015
Q3 		$40.9M Sell
991,842
-73,411
-7% -$3.33M 0.01% 739
2015
Q2 		$50.4M Buy
1,065,253
+384
+0% +$18.5K 0.01% 726
2015
Q1 		$49.8M Buy
1,064,869
+857,209
+413% +$40M 0.01% 735
2014
Q4 		$9.78M Buy
207,660
+1,445
+0.7% +$67.8K ﹤0.01% 1254
2014
Q3 		$9.35M Sell
206,215
-9,605
-4% -$442K ﹤0.01% 1260
2014
Q2 		$10.1M Buy
+215,820
New +$9.84M ﹤0.01% 1251

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

Wellington Management Group's AJG Position: Q1 2026 in Review

Wellington Management Group reduced its Arthur J. Gallagher & Co (AJG) stake by 13% in Q1 2026, selling an estimated $88.4M and leaving 2,583,359 shares worth $560M. The position accounts for 0.1% of the portfolio, ranked #194.

Wellington Management Group first reported a position in AJG in Q2 2014 and has held it in 48 quarters since. The position peaked at $1.02B in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Wellington Management Group held 2,583,359 shares of Arthur J. Gallagher & Co worth $560M as of Q1 2026.
  • Wellington Management Group sold 382,624 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $88.4M.
  • Arthur J. Gallagher & Co made up 0.1% of Wellington Management Group's portfolio in Q1 2026, its #194 holding.
  • Wellington Management Group first reported a position in Arthur J. Gallagher & Co in Q2 2014 and has held it in 48 quarters since.
  • Wellington Management Group's Arthur J. Gallagher & Co position peaked at $1.02B in Q1 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.