ACM
AJG icon

Advisors Capital Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Advisors Capital Management’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
2025
Q4 		– Sell
-770
Closed -$239K – 568
2025
Q3 		$239K Sell
770
-17
-2% -$5.13K ﹤0.01% 502
2025
Q2 		$252K Buy
787
+16
+2% +$5.27K ﹤0.01% 468
2025
Q1 		$266K Sell
771
-7
-0.9% -$2.21K ﹤0.01% 452
2024
Q4 		$221K Buy
+778
New +$226K ﹤0.01% 492
2024
Q3 		– Sell
-2,999
Closed -$778K – 494
2024
Q2 		$778K Buy
2,999
+94
+3% +$23.3K 0.01% 314
2024
Q1 		$726K Sell
2,905
-129
-4% -$31K 0.01% 317
2023
Q4 		$682K Buy
3,034
+301
+11% +$71.3K 0.01% 318
2023
Q3 		$623K Buy
2,733
+7
+0.3% +$1.57K 0.02% 288
2023
Q2 		$599K Buy
2,726
+12
+0.4% +$2.5K 0.01% 291
2023
Q1 		$519K Sell
2,714
-88
-3% -$16.7K 0.01% 303
2022
Q4 		$528K Buy
2,802
+49
+2% +$9.16K 0.01% 301
2022
Q3 		$512K Buy
+2,753
New +$489K 0.01% 317

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisors Capital Management's AJG Position: Q4 2025 in Review

Advisors Capital Management sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 770 shares — an estimated $239K sold.

Advisors Capital Management first reported a position in AJG in Q3 2022 and held it in 12 quarters. The position peaked at $778K in Q2 2024. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

  • Advisors Capital Management reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
  • Advisors Capital Management sold 770 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $239K.
  • Advisors Capital Management first reported a position in Arthur J. Gallagher & Co in Q3 2022 and held it in 12 quarters.
  • Advisors Capital Management's Arthur J. Gallagher & Co position peaked at $778K in Q2 2024.
  • 1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Advisors Capital Management's 13F filing for Q4 2025, filed 29 Jan 2026.