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West Family Investments’s Arthur J. Gallagher & Co AJG Stock Holding History

West Family Investments’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
-1,174
Closed -$304K – 262
2025
Q4 		$304K Sell
1,174
-92
-7% -$24.4K 0.07% 256
2025
Q3 		$392K Sell
1,266
-186
-13% -$56.1K 0.09% 230
2025
Q2 		$465K Buy
1,452
+753
+108% +$248K 0.12% 174
2025
Q1 		$241K Sell
699
-527
-43% -$166K 0.09% 206
2024
Q4 		$348K Sell
1,226
-23
-2% -$6.69K 0.12% 169
2024
Q3 		$351K Buy
1,249
+23
+2% +$6.49K 0.12% 170
2024
Q2 		$318K Sell
1,226
-10
-0.8% -$2.48K 0.1% 169
2024
Q1 		$309K Buy
1,236
+155
+14% +$37.3K 0.1% 172
2023
Q4 		$243K Buy
1,081
+70
+7% +$16.6K 0.08% 189
2023
Q3 		$230K Hold
1,011
– – 0.08% 191
2023
Q2 		$222K Buy
+1,011
New +$210K 0.09% 205

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

West Family Investments's AJG Position: Q1 2026 in Review

West Family Investments sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 1,174 shares — an estimated $304K sold.

West Family Investments first reported a position in AJG in Q2 2023 and held it in 11 quarters. The position peaked at $465K in Q2 2025. 1,246 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • West Family Investments reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • West Family Investments sold 1,174 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $304K.
  • West Family Investments first reported a position in Arthur J. Gallagher & Co in Q2 2023 and held it in 11 quarters.
  • West Family Investments's Arthur J. Gallagher & Co position peaked at $465K in Q2 2025.
  • 1,246 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.