APW
AJG icon

Austin Private Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

Austin Private Wealth’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 		$449K Buy
1,734
+190
+12% +$50.3K 0.03% 192
2025
Q3 		$478K Buy
1,544
+130
+9% +$39.2K 0.04% 184
2025
Q2 		$453K Buy
1,414
+99
+8% +$32.6K 0.04% 189
2025
Q1 		$454K Sell
1,315
-847
-39% -$268K 0.04% 172
2024
Q4 		$614K Buy
2,162
+308
+17% +$89.6K 0.06% 129
2024
Q3 		$522K Buy
1,854
+28
+2% +$7.9K 0.05% 136
2024
Q2 		$474K Buy
1,826
+458
+33% +$114K 0.05% 124
2024
Q1 		$336K Buy
1,368
+192
+16% +$46.2K 0.04% 160
2023
Q4 		$264K Sell
1,176
-15
-1% -$3.55K 0.03% 171
2023
Q3 		$271K Buy
1,191
+199
+20% +$44.5K 0.04% 132
2023
Q2 		$218K Buy
+992
New +$206K 0.03% 154

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 $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Austin Private Wealth's AJG Position: Q4 2025 in Review

Austin Private Wealth increased its Arthur J. Gallagher & Co (AJG) stake by 12% in Q4 2025, buying an estimated $50.3K and bringing the position to 1,734 shares worth $449K. The position accounts for 0.03% of the portfolio, ranked #192.

Austin Private Wealth first reported a position in AJG in Q2 2023 and has held it in 11 quarters since. The position peaked at $614K in Q4 2024. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

  • Austin Private Wealth held 1,734 shares of Arthur J. Gallagher & Co worth $449K as of Q4 2025.
  • Austin Private Wealth bought 190 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $50.3K.
  • Arthur J. Gallagher & Co made up 0.03% of Austin Private Wealth's portfolio in Q4 2025, its #192 holding.
  • Austin Private Wealth first reported a position in Arthur J. Gallagher & Co in Q2 2023 and has held it in 11 quarters since.
  • Austin Private Wealth's Arthur J. Gallagher & Co position peaked at $614K in Q4 2024.
  • 1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.