BBR Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

BBR Partners’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	-671	Closed	-$208K	–	268
2025 Q3	$208K	Hold	671	–	–	0.01%	251
2025 Q2	$215K	Hold	671	–	–	0.01%	217
2025 Q1	$232K	Buy	+671	New	+$212K	0.02%	204
2023 Q4	–	Sell	-2,620	Closed	-$597K	–	195
2023 Q3	$597K	Buy	2,620 +1,620	+162%	+$363K	0.07%	91
2023 Q2	$220K	Buy	+1,000	New	+$208K	0.02%	142

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

BBR Partners's AJG Position: Q4 2025 in Review

BBR Partners sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 671 shares — an estimated $208K sold.

BBR Partners first reported a position in AJG in Q2 2023 and held it in 5 quarters. The position peaked at $597K in Q3 2023. 1,298 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

BBR Partners reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
BBR Partners sold 671 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $208K.
BBR Partners first reported a position in Arthur J. Gallagher & Co in Q2 2023 and held it in 5 quarters.
BBR Partners's Arthur J. Gallagher & Co position peaked at $597K in Q3 2023.
1,298 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on BBR Partners's 13F filing for Q4 2025, filed 11 Feb 2026.