Burton Enright Welch’s Arthur J. Gallagher & Co AJG Stock Holding History

Burton Enright Welch’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	–	Sell	-627	Closed	-$201K	–	131
2025 Q2	$201K	Buy	627 +5	+0.8%	+$1.65K	0.03%	122
2025 Q1	$215K	Buy	+622	New	+$196K	0.04%	101

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

Burton Enright Welch's AJG Position: Q3 2025 in Review

Burton Enright Welch sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 627 shares — an estimated $201K sold.

Burton Enright Welch first reported a position in AJG in Q1 2025 and held it in 2 quarters. The position peaked at $215K in Q1 2025. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

Burton Enright Welch reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
Burton Enright Welch sold 627 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $201K.
Burton Enright Welch first reported a position in Arthur J. Gallagher & Co in Q1 2025 and held it in 2 quarters.
Burton Enright Welch's Arthur J. Gallagher & Co position peaked at $215K in Q1 2025.
1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Burton Enright Welch's 13F filing for Q3 2025, filed 9 Mar 2026.