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Western Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Western Wealth 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 		$326K Hold
1,507
– – 0.01% 769
2025
Q4 		$390K Sell
1,507
-11
-0.7% -$2.91K 0.02% 585
2025
Q3 		$470K Buy
1,518
+11
+0.7% +$3.32K 0.02% 459
2025
Q2 		$482K Hold
1,507
– – 0.03% 423
2025
Q1 		$520K Sell
1,507
-22
-1% -$6.95K 0.03% 380
2024
Q4 		$434K Buy
1,529
+162
+12% +$47.1K 0.03% 419
2024
Q3 		$385K Buy
1,367
+59
+5% +$16.6K 0.02% 520
2024
Q2 		$339K Hold
1,308
– – 0.03% 457
2024
Q1 		$327K Hold
1,308
– – 0.03% 480
2023
Q4 		$294K Buy
1,308
+11
+0.8% +$2.6K 0.02% 555
2023
Q3 		$296K Buy
1,297
+22
+2% +$4.92K 0.03% 513
2023
Q2 		$280K Hold
1,275
– – 0.02% 519
2023
Q1 		$244K Hold
1,275
– – 0.02% 552
2022
Q4 		$240K Sell
1,275
-1,453
-53% -$272K 0.02% 524
2022
Q3 		$467K Buy
+2,728
New +$484K 0.03% 509

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

Western Wealth Management's AJG Position: Q1 2026 in Review

Western Wealth Management held its Arthur J. Gallagher & Co (AJG) position steady in Q1 2026 at 1,507 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #769.

Western Wealth Management first reported a position in AJG in Q3 2022 and has held it in 15 quarters since. The position peaked at $520K in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Western Wealth Management held 1,507 shares of Arthur J. Gallagher & Co worth $326K as of Q1 2026.
  • Western Wealth Management left its Arthur J. Gallagher & Co share count unchanged in Q1 2026.
  • Arthur J. Gallagher & Co made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #769 holding.
  • Western Wealth Management first reported a position in Arthur J. Gallagher & Co in Q3 2022 and has held it in 15 quarters since.
  • Western Wealth Management's Arthur J. Gallagher & Co position peaked at $520K in Q1 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.