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

Bellwether Advisors’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	-12	Closed	-$3.84K	–	150
2025 Q2	$3.84K	Sell	12 -16,545	-100%	-$5.45M	﹤0.01%	443
2025 Q1	$5.72M	Buy	16,557 +8,662	+110%	+$2.74M	1.19%	19
2024 Q4	$2.24M	Buy	+7,895	New	+$2.3M	0.4%	41
2022 Q4	–	Sell	-2,278	Closed	-$390K	–	448
2022 Q3	$390K	Buy	2,278 +2,188	+2,431%	+$388K	0.13%	78
2022 Q2	$14K	Sell	90 -7	-7%	-$1.16K	﹤0.01%	231
2022 Q1	$16K	Sell	97 -6,730	-99%	-$1.07M	﹤0.01%	273
2021 Q4	$1.16M	Buy	6,827 +6,757	+9,653%	+$1.1M	0.36%	56
2021 Q3	$10K	Hold	70	–	–	﹤0.01%	300
2021 Q2	$9K	Hold	70	–	–	﹤0.01%	270
2021 Q1	$8K	Buy	+70	New	+$8.45K	﹤0.01%	263

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

Bellwether Advisors's AJG Position: Q3 2025 in Review

Bellwether Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 12 shares — an estimated $3.84K sold.

Bellwether Advisors first reported a position in AJG in Q1 2021 and held it in 10 quarters. The position peaked at $5.72M in Q1 2025. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

Bellwether Advisors reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 12 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $3.84K.
Bellwether Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2021 and held it in 10 quarters.
Bellwether Advisors's Arthur J. Gallagher & Co position peaked at $5.72M in Q1 2025.
1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.