AJG — GALLAGHER ARTHR J&CO

Ownership history in BALDWIN WEALTH PARTNERS LLC/MA  ·  29 quarters on record

AI Ownership Summary

BALDWIN WEALTH PARTNERS LLC/MA reported GALLAGHER ARTHR J&CO (AJG) in 29 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.93% in 2025 Q1. The latest visible filing shows AJG at 1.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AJG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BALDWIN WEALTH PARTNERS LLC/MA's position in GALLAGHER ARTHR J&CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AJG was reported at 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.93% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AJG stock page BALDWIN WEALTH PARTNERS LLC/MA fund profile BALDWIN WEALTH PARTNERS LLC/MA full holdings
How BALDWIN WEALTH PARTNERS LLC/MA held AJG — position size vs. price
% of Fund (quarterly)    AJG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 68,934 -7,031 -9.3% 1.08% $14.9M 2026-04-14 $219.91
2025 Q4 REDUCED 75,965 -864 -1.1% 1.26% $19.7M 2026-01-07 $258.21
2025 Q3 REDUCED 76,829 -1,888 -2.4% 1.55% $23.8M 2025-10-14 $302.00
2025 Q2 REDUCED 78,717 -1,107 -1.4% 1.71% $25.2M 2025-07-24 $306.64
2025 Q1 ADDED 79,824 +155 +0.2% 1.93% $27.6M 2025-04-14 $339.56
2024 Q4 ADDED 79,669 +1,885 +2.4% 1.56% $22.6M 2025-01-22 $290.07
2024 Q3 ADDED 77,784 +3,771 +5.1% 1.49% $21.9M 2024-10-16 $285.57
2024 Q2 REDUCED 74,013 -4,332 -5.5% 1.50% $19.2M 2024-07-12 $266.81
2024 Q1 ADDED 78,345 +344 +0.4% 1.48% $19.6M 2024-04-12 $230.36
2023 Q4 ADDED 78,001 +3,827 +5.2% 1.38% $17.5M 2024-01-08 $224.17
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AJG

As of 2026 Q1 — sorted by position size

Ayrshire Capital Management LLC 3Y 3.03% PROFESSIONAL ADVISORY SERVICES INC 3Y 7Y 2.9% MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3Y 7Y 2.8% Renaissance Investment Group LLC 3Y 7Y 1.95% Ballew Advisors, Inc 3Y 7Y 1.84% Pacific Capital Partners Ltd 1.77% TILIA FIDUCIARY PARTNERS, INC. 3Y 1.4% Fisher Funds Management LTD 1.32% JIA INVESTMENT ALLIANCE PTE. LTD. 3Y 1.19% ARS Investment Partners, LLC 3Y 7Y 1.07%

FAQ About BALDWIN WEALTH PARTNERS LLC/MA and AJG

These are the practical questions this page is built to answer before you even open the full history table.

How long has BALDWIN WEALTH PARTNERS LLC/MA reported owning AJG?

BALDWIN WEALTH PARTNERS LLC/MA reported AJG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AJG position in BALDWIN WEALTH PARTNERS LLC/MA's portfolio?

The largest reported portfolio weight for AJG was 1.93% in 2025 Q1.

What is the latest reported AJG position on this page?

The most recent filing on this page is 2026 Q1, when BALDWIN WEALTH PARTNERS LLC/MA reported 68,934 shares, equal to 1.08% of portfolio, with an estimated market value of $14.9M.

What does the chart on this AJG ownership page compare?

The chart compares BALDWIN WEALTH PARTNERS LLC/MA's quarterly AJG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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