Bleakley Financial Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Bleakley Financial Group’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 Q1	–	Sell	-5,561	Closed	-$1.58M	–	519
2024 Q4	$1.58M	Buy	5,561 +296	+6%	+$86.1K	0.05%	302
2024 Q3	$1.48M	Sell	5,265 -1,224	-19%	-$345K	0.05%	315
2024 Q2	$1.68M	Buy	6,489 +53	+0.8%	+$13.1K	0.05%	304
2024 Q1	$1.61M	Sell	6,436 -520	-7%	-$125K	0.05%	328
2023 Q4	$1.56M	Buy	6,956 +362	+5%	+$85.7K	0.05%	320
2023 Q3	$1.5M	Sell	6,594 -1,239	-16%	-$277K	0.05%	309
2023 Q2	$1.72M	Sell	7,833 -45	-0.6%	-$9.36K	0.05%	303
2023 Q1	$1.51M	Buy	7,878 +293	+4%	+$55.6K	0.05%	312
2022 Q4	$1.43M	Buy	+7,585	New	+$1.42M	0.05%	322

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bleakley Financial Group's AJG Position: Q1 2025 in Review

Bleakley Financial Group sold out of Arthur J. Gallagher & Co (AJG) in Q1 2025, closing a stake of 5,561 shares — an estimated $1.58M sold.

Bleakley Financial Group first reported a position in AJG in Q4 2022 and held it in 9 quarters. The position peaked at $1.72M in Q2 2023. 1,358 funds tracked by Wall St. Rank hold AJG as of Q1 2025.

Bleakley Financial Group reported no remaining Arthur J. Gallagher & Co position as of Q1 2025 after selling out during the quarter.
Bleakley Financial Group sold 5,561 Arthur J. Gallagher & Co shares in Q1 2025, an estimated $1.58M.
Bleakley Financial Group first reported a position in Arthur J. Gallagher & Co in Q4 2022 and held it in 9 quarters.
Bleakley Financial Group's Arthur J. Gallagher & Co position peaked at $1.72M in Q2 2023.
1,358 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.