Aspiriant LLC’s Arthur J. Gallagher & Co AJG Stock Holding History

Aspiriant LLC’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	-771	Closed	-$239K	–	320
2025 Q3	$239K	Buy	771 +25	+3%	+$7.54K	0.01%	278
2025 Q2	$239K	Hold	746	–	–	0.01%	285
2025 Q1	$258K	Buy	+746	New	+$236K	0.01%	254
2024 Q4	–	Sell	-725	Closed	-$204K	–	289
2024 Q3	$204K	Sell	725 -100	-12%	-$28.2K	0.01%	283
2024 Q2	$214K	Sell	825 -24	-3%	-$5.95K	0.01%	268
2024 Q1	$212K	Buy	+849	New	+$204K	0.01%	303
2023 Q4	–	Sell	-968	Closed	-$221K	–	309
2023 Q3	$221K	Buy	+968	New	+$217K	0.01%	259

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

Aspiriant LLC's AJG Position: Q4 2025 in Review

Aspiriant LLC sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 771 shares — an estimated $239K sold.

Aspiriant LLC first reported a position in AJG in Q3 2023 and held it in 7 quarters. The position peaked at $258K in Q1 2025. 1,298 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Aspiriant LLC reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Aspiriant LLC sold 771 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $239K.
Aspiriant LLC first reported a position in Arthur J. Gallagher & Co in Q3 2023 and held it in 7 quarters.
Aspiriant LLC's Arthur J. Gallagher & Co position peaked at $258K in Q1 2025.
1,298 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Aspiriant LLC's 13F filing for Q4 2025, filed 20 Jan 2026.