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Westwood Holdings Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Westwood Holdings 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 		$36.6M Sell
169,114
-45,647
-21% -$10.5M 0.27% 122
2025
Q4 		$55.6M Sell
214,761
-6,990
-3% -$1.85M 0.45% 83
2025
Q3 		$68.7M Sell
221,751
-14,814
-6% -$4.47M 0.49% 84
2025
Q2 		$75.7M Sell
236,565
-1,490
-0.6% -$491K 0.55% 60
2025
Q1 		$82.2M Sell
238,055
-44,628
-16% -$14.1M 0.62% 50
2024
Q4 		$80.2M Sell
282,683
-6,968
-2% -$2.03M 0.62% 50
2024
Q3 		$81.5M Sell
289,651
-23,155
-7% -$6.53M 0.34% 98
2024
Q2 		$81.1M Sell
312,806
-7,384
-2% -$1.83M 0.38% 76
2024
Q1 		$80.1M Sell
320,190
-15,152
-5% -$3.64M 0.63% 51
2023
Q4 		$75.4M Sell
335,342
-4,825
-1% -$1.14M 0.64% 52
2023
Q3 		$77.5M Sell
340,167
-18,401
-5% -$4.12M 0.72% 37
2023
Q2 		$78.7M Sell
358,568
-134,447
-27% -$28M 0.71% 39
2023
Q1 		$94.3M Buy
493,015
+86,122
+21% +$16.3M 0.85% 23
2022
Q4 		$76.7M Buy
406,893
+376,042
+1,219% +$70.3M 0.68% 39
2022
Q3 		$5.28M Buy
30,851
+42
+0.1% +$7.46K 0.06% 204
2022
Q2 		$5.02M Buy
30,809
+735
+2% +$122K 0.05% 219
2022
Q1 		$5.25M Sell
30,074
-1,398
-4% -$223K 0.05% 235
2021
Q4 		$5.34M Buy
31,472
+1,516
+5% +$248K 0.05% 237
2021
Q3 		$4.45M Hold
29,956
– – 0.05% 235
2021
Q2 		$4.2M Hold
29,956
– – 0.04% 245
2021
Q1 		$3.74M Sell
29,956
-3,745
-11% -$452K 0.04% 271
2020
Q4 		$4.17M Sell
33,701
-6,802
-17% -$775K 0.05% 258
2020
Q3 		$4.28M Sell
40,503
-3,986
-9% -$413K 0.05% 241
2020
Q2 		$4.34M Sell
44,489
-26,912
-38% -$2.38M 0.06% 246
2020
Q1 		$5.82M Sell
71,401
-11,406
-14% -$1.09M 0.09% 221
2019
Q4 		$7.89M Sell
82,807
-1,887
-2% -$173K 0.08% 229
2019
Q3 		$7.59M Sell
84,694
-734,253
-90% -$66M 0.08% 223
2019
Q2 		$71.7M Sell
818,947
-302,438
-27% -$25.2M 0.78% 32
2019
Q1 		$87.6M Sell
1,121,385
-162,547
-13% -$12.5M 0.91% 29
2018
Q4 		$94.6M Sell
1,283,932
-482,993
-27% -$36.1M 1.08% 19
2018
Q3 		$132M Sell
1,766,925
-113,216
-6% -$8.12M 1.15% 19
2018
Q2 		$123M Sell
1,880,141
-263,827
-12% -$17.9M 1.03% 21
2018
Q1 		$147M Sell
2,143,968
-129,496
-6% -$8.74M 1.2% 19
2017
Q4 		$144M Buy
2,273,464
+1,471,258
+183% +$94M 1.08% 25
2017
Q3 		$49.4M Buy
+802,206
New +$47.2M 0.39% 88

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

Westwood Holdings Group's AJG Position: Q1 2026 in Review

Westwood Holdings Group reduced its Arthur J. Gallagher & Co (AJG) stake by 21% in Q1 2026, selling an estimated $10.5M and leaving 169,114 shares worth $36.6M. The position accounts for 0.27% of the portfolio, ranked #122.

Westwood Holdings Group first reported a position in AJG in Q3 2017 and has held it in 35 quarters since. The position peaked at $147M in Q1 2018. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Westwood Holdings Group held 169,114 shares of Arthur J. Gallagher & Co worth $36.6M as of Q1 2026.
  • Westwood Holdings Group sold 45,647 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $10.5M.
  • Arthur J. Gallagher & Co made up 0.27% of Westwood Holdings Group's portfolio in Q1 2026, its #122 holding.
  • Westwood Holdings Group first reported a position in Arthur J. Gallagher & Co in Q3 2017 and has held it in 35 quarters since.
  • Westwood Holdings Group's Arthur J. Gallagher & Co position peaked at $147M in Q1 2018.
  • 1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

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