Wrenne Financial Planning’s Arthur J. Gallagher & Co AJG Stock Holding History

Wrenne Financial Planning’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	$250K	Hold	1,155	–	–	0.1%	43
2025 Q4	$299K	Hold	1,155	–	–	0.12%	37
2025 Q3	$358K	Sell	1,155 -13	-1%	-$3.92K	0.15%	33
2025 Q2	$370K	Buy	1,168 +13	+1%	+$4.29K	0.17%	31
2025 Q1	$399K	Buy	1,155 +2	+0.2%	+$632	0.21%	28
2024 Q4	$327K	Hold	1,153	–	–	0.19%	31
2024 Q3	$324K	Hold	1,153	–	–	0.19%	30
2024 Q2	$299K	Hold	1,153	–	–	0.21%	30
2024 Q1	$288K	Buy	+1,153	New	+$277K	0.21%	26

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

Wrenne Financial Planning's AJG Position: Q1 2026 in Review

Wrenne Financial Planning held its Arthur J. Gallagher & Co (AJG) position steady in Q1 2026 at 1,155 shares worth $250K. The position accounts for 0.1% of the portfolio, ranked #43.

Wrenne Financial Planning first reported a position in AJG in Q1 2024 and has held it in 9 quarters since. The position peaked at $399K in Q1 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Wrenne Financial Planning held 1,155 shares of Arthur J. Gallagher & Co worth $250K as of Q1 2026.
Wrenne Financial Planning left its Arthur J. Gallagher & Co share count unchanged in Q1 2026.
Arthur J. Gallagher & Co made up 0.1% of Wrenne Financial Planning's portfolio in Q1 2026, its #43 holding.
Wrenne Financial Planning first reported a position in Arthur J. Gallagher & Co in Q1 2024 and has held it in 9 quarters since.
Wrenne Financial Planning's Arthur J. Gallagher & Co position peaked at $399K in Q1 2025.
1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Wrenne Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.