C WorldWide Group’s Arthur J. Gallagher & Co AJG Stock Holding History

C WorldWide 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
2026 Q3	–	Sell	-2,708	Closed	-$622K	–	98
2026 Q2	$622K	Sell	2,708 -673	-20%	-$143K	0.02%	91
2026 Q1	$732K	Sell	3,381 -5,843	-63%	-$1.35M	0.02%	88
2025 Q4	$2.39M	Hold	9,224	–	–	0.04%	82
2025 Q3	$2.86M	Buy	9,224 +2,675	+41%	+$806K	0.04%	80
2025 Q2	$2.1M	Hold	6,549	–	–	0.03%	82
2025 Q1	$2.26M	Hold	6,549	–	–	0.03%	76
2024 Q4	$1.86M	Buy	6,549 +812	+14%	+$236K	0.02%	79
2024 Q3	$1.61M	Hold	5,737	–	–	0.02%	79
2024 Q2	$1.49M	Buy	+5,737	New	+$1.42M	0.02%	82

Other funds holding AJG

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

C WorldWide Group's AJG Position: Q3 2026 in Review

C WorldWide Group sold out of Arthur J. Gallagher & Co (AJG) in Q3 2026, closing a stake of 2,708 shares — an estimated $622K sold.

C WorldWide Group first reported a position in AJG in Q2 2024 and held it in 9 quarters. The position peaked at $2.86M in Q3 2025. 967 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

C WorldWide Group reported no remaining Arthur J. Gallagher & Co position as of Q3 2026 after selling out during the quarter.
C WorldWide Group sold 2,708 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $622K.
C WorldWide Group first reported a position in Arthur J. Gallagher & Co in Q2 2024 and held it in 9 quarters.
C WorldWide Group's Arthur J. Gallagher & Co position peaked at $2.86M in Q3 2025.
967 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on C WorldWide Group's 13F filing for Q3 2026, filed 4 Nov 2026.