WEG
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World Equity Group’s Arthur J. Gallagher & Co AJG Stock Holding History

World Equity 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 		– Sell
-3,403
Closed -$881K – 369
2025
Q4 		$881K Sell
3,403
-78
-2% -$20.6K 0.25% 96
2025
Q3 		$1.08M Buy
3,481
+285
+9% +$85.9K 0.24% 90
2025
Q2 		$1.02M Sell
3,196
-111
-3% -$36.6K 0.28% 77
2025
Q1 		$1.13M Buy
3,307
+195
+6% +$61.6K 0.32% 73
2024
Q4 		$883K Buy
3,112
+137
+5% +$39.9K 0.19% 117
2024
Q3 		$837K Buy
2,975
+115
+4% +$32.4K 0.3% 75
2024
Q2 		$742K Sell
2,860
-2,460
-46% -$610K 0.22% 117
2024
Q1 		$1.33M Sell
5,320
-100
-2% -$24K 0.27% 96
2023
Q4 		$1.22M Sell
5,420
-894
-14% -$212K 0.24% 97
2023
Q3 		$1.44M Buy
6,314
+3,156
+100% +$706K 0.3% 82
2023
Q2 		$693K Buy
+3,158
New +$657K 0.2% 125
2023
Q1 		– Sell
-2,520
Closed -$475K – 511
2022
Q4 		$475K Buy
2,520
+900
+56% +$168K 0.11% 186
2022
Q3 		$277K Buy
+1,620
New +$288K 0.07% 255

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

World Equity Group's AJG Position: Q1 2026 in Review

World Equity Group sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 3,403 shares — an estimated $881K sold.

World Equity Group first reported a position in AJG in Q3 2022 and held it in 13 quarters. The position peaked at $1.44M in Q3 2023. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • World Equity Group reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • World Equity Group sold 3,403 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $881K.
  • World Equity Group first reported a position in Arthur J. Gallagher & Co in Q3 2022 and held it in 13 quarters.
  • World Equity Group's Arthur J. Gallagher & Co position peaked at $1.44M in Q3 2023.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on World Equity Group's 13F filing for Q1 2026, filed 6 May 2026.