Wolff Wiese Magana’s Arthur J. Gallagher & Co AJG Stock Holding History

Wolff Wiese Magana’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	-1,624	Closed	-$420K	–	986
2025 Q4	$420K	Sell	1,624 -247	-13%	-$65.4K	0.23%	81
2025 Q3	$580K	Buy	1,871 +46	+3%	+$13.9K	0.33%	73
2025 Q2	$584K	Buy	1,825 +507	+38%	+$167K	0.36%	72
2025 Q1	$455K	Buy	1,318 +1,274	+2,895%	+$402K	0.31%	67
2024 Q4	$12.5K	Buy	44 +39	+780%	+$11.3K	0.01%	382
2024 Q3	$1.41K	Buy	+5	New	+$1.41K	﹤0.01%	800
2022 Q4	–	Sell	-49	Closed	-$8K	–	780
2022 Q3	$8K	Sell	49 -10	-17%	-$1.77K	0.01%	527
2022 Q2	$10K	Buy	59 +1	+2%	+$166	0.01%	528
2022 Q1	$10K	Buy	58 +3	+5%	+$478	0.01%	535
2021 Q4	$9K	Buy	+55	New	+$8.99K	0.01%	559
2021 Q3	–	Sell	-8	Closed	-$1K	–	805
2021 Q2	$1K	Buy	+8	New	+$1.13K	﹤0.01%	766

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

Wolff Wiese Magana's AJG Position: Q1 2026 in Review

Wolff Wiese Magana sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 1,624 shares — an estimated $420K sold.

Wolff Wiese Magana first reported a position in AJG in Q2 2021 and held it in 11 quarters. The position peaked at $584K in Q2 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Wolff Wiese Magana reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
Wolff Wiese Magana sold 1,624 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $420K.
Wolff Wiese Magana first reported a position in Arthur J. Gallagher & Co in Q2 2021 and held it in 11 quarters.
Wolff Wiese Magana's Arthur J. Gallagher & Co position peaked at $584K in Q2 2025.
1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Wolff Wiese Magana's 13F filing for Q1 2026, filed 13 Apr 2026.