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

Brendel Financial 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 Q1	–	Sell	-7,237	Closed	-$2.05M	–	92
2024 Q4	$2.05M	Buy	7,237 +38	+0.5%	+$11.1K	1.24%	38
2024 Q3	$2.03M	Sell	7,199 -578	-7%	-$163K	1.15%	40
2024 Q2	$2.02M	Buy	+7,777	New	+$1.93M	1.28%	36
2024 Q1	–	Sell	-7,678	Closed	-$1.73M	–	59
2023 Q4	$1.73M	Buy	+7,678	New	+$1.82M	1.13%	39

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

Brendel Financial Advisors's AJG Position: Q1 2025 in Review

Brendel Financial Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q1 2025, closing a stake of 7,237 shares — an estimated $2.05M sold.

Brendel Financial Advisors first reported a position in AJG in Q4 2023 and held it in 4 quarters. The position peaked at $2.05M in Q4 2024. 1,358 funds tracked by Wall St. Rank hold AJG as of Q1 2025.

Brendel Financial Advisors reported no remaining Arthur J. Gallagher & Co position as of Q1 2025 after selling out during the quarter.
Brendel Financial Advisors sold 7,237 Arthur J. Gallagher & Co shares in Q1 2025, an estimated $2.05M.
Brendel Financial Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2023 and held it in 4 quarters.
Brendel Financial Advisors's Arthur J. Gallagher & Co position peaked at $2.05M in Q4 2024.
1,358 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2025.

Based on Brendel Financial Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.