Beacon Capital Management LLC (Tennessee)’s Arthur J. Gallagher & Co AJG Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-286	Closed	-$91.4K	–	163
2025 Q2	$91.4K	Buy	286 +14	+5%	+$4.62K	0.01%	227
2025 Q1	$93.9K	Buy	272 +8	+3%	+$2.53K	0.01%	213
2024 Q4	$74.8K	Buy	264 +1	+0.4%	+$291	0.01%	236
2024 Q3	$74K	Hold	263	–	–	0.01%	248
2024 Q2	$68.2K	Hold	263	–	–	0.01%	238
2024 Q1	$65.8K	Hold	263	–	–	0.01%	244
2023 Q4	$59.9K	Hold	263	–	–	0.02%	193
2023 Q3	$57.7K	Hold	263	–	–	0.02%	223
2023 Q2	$57.7K	Hold	263	–	–	0.02%	223
2023 Q1	$50.3K	Hold	263	–	–	0.01%	215
2022 Q4	$49.6K	Hold	263	–	–	0.02%	219
2022 Q3	$43K	Hold	263	–	–	0.01%	227
2022 Q2	$46K	Hold	263	–	–	0.01%	250
2022 Q1	$46K	Buy	+263	New	+$41.9K	0.01%	250

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

Beacon Capital Management LLC (Tennessee)'s AJG Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 286 shares — an estimated $91.4K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in AJG in Q1 2022 and held it in 14 quarters. The position peaked at $93.9K in Q1 2025. 1,340 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 286 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $91.4K.
Beacon Capital Management LLC (Tennessee) first reported a position in Arthur J. Gallagher & Co in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Arthur J. Gallagher & Co position peaked at $93.9K in Q1 2025.
1,340 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.