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

Berkshire Bank’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
-710
Closed -$220K – 163
2025
Q3 		$220K Hold
710
– – 0.05% 157
2025
Q2 		$227K Buy
710
+70
+11% +$23.1K 0.05% 153
2025
Q1 		$221K Buy
+640
New +$202K 0.05% 150

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Berkshire Bank's AJG Position: Q4 2025 in Review

Berkshire Bank sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 710 shares — an estimated $220K sold.

Berkshire Bank first reported a position in AJG in Q1 2025 and held it in 3 quarters. The position peaked at $227K in Q2 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

  • Berkshire Bank reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
  • Berkshire Bank sold 710 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $220K.
  • Berkshire Bank first reported a position in Arthur J. Gallagher & Co in Q1 2025 and held it in 3 quarters.
  • Berkshire Bank's Arthur J. Gallagher & Co position peaked at $227K in Q2 2025.
  • 1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Berkshire Bank's 13F filing for Q4 2025, filed 17 Feb 2026.