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

Westshore Wealth’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	-800	Closed	-$207K	–	104
2025 Q4	$207K	Sell	800 -100	-11%	-$26.5K	0.07%	99
2025 Q3	$279K	Hold	900	–	–	0.1%	77
2025 Q2	$288K	Buy	900 +100	+13%	+$33K	0.11%	74
2025 Q1	$276K	Hold	800	–	–	0.12%	73
2024 Q4	$227K	Hold	800	–	–	0.09%	83
2024 Q3	$225K	Hold	800	–	–	0.09%	86
2024 Q2	$207K	Sell	800 -100	-11%	-$24.8K	0.09%	89
2024 Q1	$225K	Hold	900	–	–	0.09%	88
2023 Q4	$202K	Sell	900 -100	-10%	-$23.7K	0.09%	91
2023 Q3	$228K	Sell	1,000 -1,100	-52%	-$246K	0.13%	78
2023 Q2	$461K	Sell	2,100 -803	-28%	-$167K	0.24%	37
2023 Q1	$555K	Buy	2,903 +903	+45%	+$171K	0.29%	35
2022 Q4	$377K	Hold	2,000	–	–	0.21%	56
2022 Q3	$342K	Buy	+2,000	New	+$355K	0.24%	48

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

Westshore Wealth's AJG Position: Q1 2026 in Review

Westshore Wealth sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 800 shares — an estimated $207K sold.

Westshore Wealth first reported a position in AJG in Q3 2022 and held it in 14 quarters. The position peaked at $555K in Q1 2023. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Westshore Wealth reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
Westshore Wealth sold 800 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $207K.
Westshore Wealth first reported a position in Arthur J. Gallagher & Co in Q3 2022 and held it in 14 quarters.
Westshore Wealth's Arthur J. Gallagher & Co position peaked at $555K in Q1 2023.
1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.