Allen Mooney & Barnes Investment Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Allen Mooney & Barnes Investment Advisors’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	-701	Closed	-$217K	–	163
2025 Q3	$217K	Buy	701 +1	+0.1%	+$301	0.03%	149
2025 Q2	$224K	Sell	700 -49	-7%	-$16.2K	0.04%	145
2025 Q1	$259K	Buy	+749	New	+$237K	0.04%	136
2024 Q4	–	Sell	-726	Closed	-$204K	–	150
2024 Q3	$204K	Buy	+726	New	+$205K	0.03%	148

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's AJG Position: Q4 2025 in Review

Allen Mooney & Barnes Investment Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 701 shares — an estimated $217K sold.

Allen Mooney & Barnes Investment Advisors first reported a position in AJG in Q3 2024 and held it in 4 quarters. The position peaked at $259K in Q1 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Allen Mooney & Barnes Investment Advisors reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Allen Mooney & Barnes Investment Advisors sold 701 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $217K.
Allen Mooney & Barnes Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2024 and held it in 4 quarters.
Allen Mooney & Barnes Investment Advisors's Arthur J. Gallagher & Co position peaked at $259K in Q1 2025.
1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.