AWA
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Arete Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Arete Wealth 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
-3,469
Closed -$1.07M – 370
2025
Q3 		$1.07M Sell
3,469
-10
-0.3% -$3.02K 0.07% 264
2025
Q2 		$1.11M Buy
3,479
+193
+6% +$63.6K 0.08% 243
2025
Q1 		$1.13M Sell
3,286
-1,391
-30% -$439K 0.09% 233
2024
Q4 		$1.32M Buy
4,677
+283
+6% +$82.4K 0.1% 211
2024
Q3 		$1.23M Buy
4,394
+117
+3% +$33K 0.11% 189
2024
Q2 		$1.11M Buy
+4,277
New +$1.06M 0.09% 213
2024
Q1 		– Sell
-4,612
Closed -$1.04M – 387
2023
Q4 		$1.04M Sell
4,612
-50
-1% -$11.8K 0.08% 242
2023
Q3 		$1.06M Buy
+4,662
New +$1.04M 0.18% 122
2023
Q2 		– Sell
-4,982
Closed -$953K – 668
2023
Q1 		$953K Buy
+4,982
New +$945K 0.08% 220
2022
Q4 		– Sell
-3,750
Closed -$642K – 636
2022
Q3 		$642K Buy
3,750
+161
+4% +$28.6K 0.06% 255
2022
Q2 		$585K Buy
3,589
+309
+9% +$51.3K 0.06% 212
2022
Q1 		$573K Buy
3,280
+625
+24% +$99.6K 0.05% 261
2021
Q4 		$443K Buy
2,655
+413
+18% +$67.5K 0.04% 308
2021
Q3 		$333K Buy
2,242
+247
+12% +$35.3K 0.04% 310
2021
Q2 		$271K Buy
1,995
+267
+15% +$37.7K 0.04% 282
2021
Q1 		$216K Buy
+1,728
New +$209K 0.03% 379

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

Arete Wealth Advisors's AJG Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 3,469 shares — an estimated $1.07M sold.

Arete Wealth Advisors first reported a position in AJG in Q1 2021 and held it in 16 quarters. The position peaked at $1.32M in Q4 2024. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,469 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $1.07M.
  • Arete Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2021 and held it in 16 quarters.
  • Arete Wealth Advisors's Arthur J. Gallagher & Co position peaked at $1.32M in Q4 2024.
  • 1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.