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

Bristlecone 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	$21M	Hold	67,794	–	–	1.76%	16
2025 Q2	$21.7M	Sell	67,794 -500	-0.7%	-$165K	1.82%	13
2025 Q1	$23.6M	Sell	68,294 -500	-0.7%	-$158K	1.93%	13
2024 Q4	$19.5M	Sell	68,794 -427	-0.6%	-$124K	1.53%	15
2024 Q3	$19.5M	Buy	69,221 +4,688	+7%	+$1.32M	1.56%	15
2024 Q2	$16.7M	Sell	64,533 -360	-0.6%	-$89.3K	1.43%	16
2024 Q1	$16.2M	Sell	64,893 -218	-0.3%	-$52.4K	1.43%	16
2023 Q4	$14.6M	Sell	65,111 -776	-1%	-$184K	1.48%	15
2023 Q3	$15M	Sell	65,887 -73	-0.1%	-$16.3K	1.69%	13
2023 Q2	$14.5M	Hold	65,960	–	–	1.46%	14
2023 Q1	$12.6M	Hold	65,960	–	–	1.38%	15
2022 Q4	$12.4M	Buy	+65,960	New	+$12.3M	1.52%	17
2017 Q4	–	Sell	-1,500	Closed	-$92K	–	152
2017 Q3	$92K	Buy	+1,500	New	+$88.2K	0.03%	173

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

Bristlecone Advisors's AJG Position: Q3 2025 in Review

Bristlecone Advisors held its Arthur J. Gallagher & Co (AJG) position steady in Q3 2025 at 67,794 shares worth $21M. The position accounts for 1.76% of the portfolio, ranked #16.

Bristlecone Advisors first reported a position in AJG in Q3 2017 and has held it in 13 quarters since. The position peaked at $23.6M in Q1 2025. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

Bristlecone Advisors held 67,794 shares of Arthur J. Gallagher & Co worth $21M as of Q3 2025.
Bristlecone Advisors left its Arthur J. Gallagher & Co share count unchanged in Q3 2025.
Arthur J. Gallagher & Co made up 1.76% of Bristlecone Advisors's portfolio in Q3 2025, its #16 holding.
Bristlecone Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2017 and has held it in 13 quarters since.
Bristlecone Advisors's Arthur J. Gallagher & Co position peaked at $23.6M in Q1 2025.
1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.