Bain Capital Public Equity Management II’s Arthur J. Gallagher & Co AJG Stock Holding History

Bain Capital Public Equity Management II’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 Q1	–	Sell	-592,420	Closed	-$168M	–	17
2024 Q4	$168M	Buy	+592,420	New	+$172M	7.61%	3
2023 Q4	–	Sell	-123,105	Closed	-$28.1M	–	30
2023 Q3	$28.1M	Sell	123,105 -280,404	-69%	-$62.8M	1.35%	20
2023 Q2	$88.6M	Sell	403,509 -73,567	-15%	-$15.3M	4.66%	11
2023 Q1	$91.3M	Buy	477,076 +237,216	+99%	+$45M	5.15%	6
2022 Q4	$45.2M	Sell	239,860 -259,682	-52%	-$48.6M	2.45%	18
2022 Q3	$85.5M	Buy	499,542 +416,605	+502%	+$74M	4.54%	8
2022 Q2	$13.5M	Sell	82,937 -528,726	-86%	-$87.7M	0.67%	29
2022 Q1	$107M	Sell	611,663 -165,431	-21%	-$26.4M	3.42%	11
2021 Q4	$132M	Buy	777,094 +289,265	+59%	+$47.3M	4.4%	8
2021 Q3	$72.5M	Buy	+487,829	New	+$69.8M	2.53%	20

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bain Capital Public Equity Management II's AJG Position: Q1 2025 in Review

Bain Capital Public Equity Management II sold out of Arthur J. Gallagher & Co (AJG) in Q1 2025, closing a stake of 592,420 shares — an estimated $168M sold.

Bain Capital Public Equity Management II first reported a position in AJG in Q3 2021 and held it in 10 quarters. The position peaked at $168M in Q4 2024. 1,359 funds tracked by Wall St. Rank hold AJG as of Q1 2025.

Bain Capital Public Equity Management II reported no remaining Arthur J. Gallagher & Co position as of Q1 2025 after selling out during the quarter.
Bain Capital Public Equity Management II sold 592,420 Arthur J. Gallagher & Co shares in Q1 2025, an estimated $168M.
Bain Capital Public Equity Management II first reported a position in Arthur J. Gallagher & Co in Q3 2021 and held it in 10 quarters.
Bain Capital Public Equity Management II's Arthur J. Gallagher & Co position peaked at $168M in Q4 2024.
1,359 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2025.

Based on Bain Capital Public Equity Management II's 13F filing for Q1 2025, filed 15 May 2025.