Ameritas Advisory Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Ameritas Advisory Services’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	-58	Closed	-$18K	–	949
2025 Q3	$18K	Sell	58 -685	-92%	-$207K	﹤0.01%	1475
2025 Q2	$238K	Buy	743 +140	+23%	+$46.1K	0.01%	685
2025 Q1	$204K	Buy	+603	New	+$190K	0.01%	822
2023 Q2	–	Sell	-629	Closed	-$129K	–	602
2023 Q1	$129K	Buy	+629	New	+$119K	0.01%	911

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

Ameritas Advisory Services's AJG Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 58 shares — an estimated $18K sold.

Ameritas Advisory Services first reported a position in AJG in Q1 2023 and held it in 4 quarters. The position peaked at $238K in Q2 2025. 1,298 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Ameritas Advisory Services reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 58 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $18K.
Ameritas Advisory Services first reported a position in Arthur J. Gallagher & Co in Q1 2023 and held it in 4 quarters.
Ameritas Advisory Services's Arthur J. Gallagher & Co position peaked at $238K in Q2 2025.
1,298 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.