B
AJG icon

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

Bellecapital’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
-848
Closed -$263K – 130
2025
Q3 		$263K Hold
848
– – 0.04% 104
2025
Q2 		$271K Hold
848
– – 0.05% 105
2025
Q1 		$293K Hold
848
– – 0.06% 99
2024
Q4 		$241K Buy
+848
New +$247K 0.04% 126

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 $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bellecapital's AJG Position: Q4 2025 in Review

Bellecapital sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 848 shares — an estimated $263K sold.

Bellecapital first reported a position in AJG in Q4 2024 and held it in 4 quarters. The position peaked at $293K in Q1 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

  • Bellecapital reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
  • Bellecapital sold 848 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $263K.
  • Bellecapital first reported a position in Arthur J. Gallagher & Co in Q4 2024 and held it in 4 quarters.
  • Bellecapital's Arthur J. Gallagher & Co position peaked at $293K in Q1 2025.
  • 1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Bellecapital's 13F filing for Q4 2025, filed 2 Feb 2026.