Braun-Bostich & Associates’s Arthur J. Gallagher & Co AJG Stock Holding History

Braun-Bostich & Associates’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	-756	Closed	-$215K	–	113
2024 Q4	$215K	Sell	756 -44	-6%	-$12.8K	0.15%	103
2024 Q3	$225K	Sell	800 -5	-0.6%	-$1.41K	0.16%	104
2024 Q2	$209K	Sell	805 -359	-31%	-$89.1K	0.16%	104
2024 Q1	$291K	Sell	1,164 -319	-22%	-$76.7K	0.24%	96
2023 Q4	$333K	Buy	+1,483	New	+$351K	0.3%	83
2020 Q3	–	Sell	-112	Closed	-$11K	–	217
2020 Q2	$11K	Hold	112	–	–	0.01%	209
2020 Q1	$9K	Hold	112	–	–	0.01%	214
2019 Q4	$11K	Buy	+112	New	+$10.3K	0.01%	226
2019 Q3	–	Sell	-606	Closed	-$53K	–	91
2019 Q2	$53K	Sell	606 -877	-59%	-$73.2K	0.06%	189
2019 Q1	$116K	Sell	1,483 -421	-22%	-$32.4K	0.12%	151
2018 Q4	$140K	Hold	1,904	–	–	0.15%	115
2018 Q3	$142K	Buy	1,904 +131	+7%	+$9.39K	0.14%	115
2018 Q2	$116K	Buy	1,773 +1,491	+529%	+$101K	0.12%	119
2018 Q1	$19K	Buy	282 +111	+65%	+$7.49K	0.02%	221
2017 Q4	$11K	Buy	+171	New	+$10.9K	0.01%	239

Other funds holding AJG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Braun-Bostich & Associates's AJG Position: Q1 2025 in Review

Braun-Bostich & Associates sold out of Arthur J. Gallagher & Co (AJG) in Q1 2025, closing a stake of 756 shares — an estimated $215K sold.

Braun-Bostich & Associates first reported a position in AJG in Q4 2017 and held it in 15 quarters. The position peaked at $333K in Q4 2023. 1,362 funds tracked by Wall St. Rank hold AJG as of Q1 2025.

Braun-Bostich & Associates reported no remaining Arthur J. Gallagher & Co position as of Q1 2025 after selling out during the quarter.
Braun-Bostich & Associates sold 756 Arthur J. Gallagher & Co shares in Q1 2025, an estimated $215K.
Braun-Bostich & Associates first reported a position in Arthur J. Gallagher & Co in Q4 2017 and held it in 15 quarters.
Braun-Bostich & Associates's Arthur J. Gallagher & Co position peaked at $333K in Q4 2023.
1,362 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2025.

Based on Braun-Bostich & Associates's 13F filing for Q1 2025, filed 15 Apr 2025.