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Bayforest Capital’s Arthur J. Gallagher & Co AJG Stock Holding History

Bayforest Capital’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
-170
Closed -$54.4K – 724
2025
Q2 		$54.4K Buy
170
+13
+8% +$4.29K 0.02% 523
2025
Q1 		$54.2K Sell
157
-81
-34% -$25.6K 0.02% 557
2024
Q4 		$67.6K Buy
+238
New +$69.3K 0.08% 412

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

Bayforest Capital's AJG Position: Q3 2025 in Review

Bayforest Capital sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 170 shares — an estimated $54.4K sold.

Bayforest Capital first reported a position in AJG in Q4 2024 and held it in 3 quarters. The position peaked at $67.6K in Q4 2024. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

  • Bayforest Capital reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
  • Bayforest Capital sold 170 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $54.4K.
  • Bayforest Capital first reported a position in Arthur J. Gallagher & Co in Q4 2024 and held it in 3 quarters.
  • Bayforest Capital's Arthur J. Gallagher & Co position peaked at $67.6K in Q4 2024.
  • 1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Bayforest Capital's 13F filing for Q3 2025, filed 24 Oct 2025.