Axiom Investors’s Arthur J. Gallagher & Co AJG Stock Holding History

Axiom Investors’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 Q3	–	Sell	-197,748	Closed	-$63.3M	–	130
2025 Q2	$63.3M	Sell	197,748 -583,479	-75%	-$192M	0.52%	37
2025 Q1	$270M	Buy	781,227 +201,900	+35%	+$63.8M	2.59%	15
2024 Q4	$164M	Buy	579,327 +254,038	+78%	+$73.9M	1.21%	22
2024 Q3	$91.5M	Buy	325,289 +99,937	+44%	+$28.2M	0.8%	28
2024 Q2	$58.4M	Sell	225,352 -213,804	-49%	-$53M	0.51%	35
2024 Q1	$110M	Sell	439,156 -176,590	-29%	-$42.4M	0.96%	25
2023 Q4	$138M	Sell	615,746 -132,521	-18%	-$31.4M	1.36%	23
2023 Q3	$171M	Sell	748,267 -11,429	-2%	-$2.56M	2.45%	12
2023 Q2	$167M	Buy	759,696 +57,396	+8%	+$11.9M	2.48%	9
2023 Q1	$134M	Buy	702,300 +85,700	+14%	+$16.3M	2.21%	16
2022 Q4	$116M	Buy	+616,600	New	+$115M	2.29%	14

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Axiom Investors's AJG Position: Q3 2025 in Review

Axiom Investors sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 197,748 shares — an estimated $63.3M sold.

Axiom Investors first reported a position in AJG in Q4 2022 and held it in 11 quarters. The position peaked at $270M in Q1 2025. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

Axiom Investors reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
Axiom Investors sold 197,748 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $63.3M.
Axiom Investors first reported a position in Arthur J. Gallagher & Co in Q4 2022 and held it in 11 quarters.
Axiom Investors's Arthur J. Gallagher & Co position peaked at $270M in Q1 2025.
1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Axiom Investors's 13F filing for Q3 2025, filed 14 Nov 2025.