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Cadence Bank’s Arthur J. Gallagher & Co AJG Stock Holding History

Cadence Bank’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
Q4 		$263K Sell
1,015
-93
-8% -$24.6K 0.02% 292
2025
Q3 		$343K Buy
1,108
+6
+0.5% +$1.81K 0.02% 272
2025
Q2 		$353K Buy
1,102
+2
+0.2% +$659 0.02% 265
2025
Q1 		$380K Buy
1,100
+125
+13% +$39.5K 0.03% 249
2024
Q4 		$277K Sell
975
-277
-22% -$80.6K 0.02% 284
2024
Q3 		$352K Sell
1,252
-91
-7% -$25.7K 0.02% 259
2024
Q2 		$348K Buy
1,343
+17
+1% +$4.22K 0.03% 226
2024
Q1 		$332K Sell
1,326
-365
-22% -$87.7K 0.02% 265
2023
Q4 		$380K Hold
1,691
– – 0.03% 251
2023
Q3 		$385K Buy
1,691
+74
+5% +$16.6K 0.03% 246
2023
Q2 		$355K Hold
1,617
– – 0.03% 257
2023
Q1 		$309K Hold
1,617
– – 0.03% 271
2022
Q4 		$305K Hold
1,617
– – 0.03% 280
2022
Q3 		$277K Buy
+1,617
New +$287K 0.03% 273

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cadence Bank's AJG Position: Q4 2025 in Review

Cadence Bank reduced its Arthur J. Gallagher & Co (AJG) stake by 8.4% in Q4 2025, selling an estimated $24.6K and leaving 1,015 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #292.

Cadence Bank first reported a position in AJG in Q3 2022 and has held it in 14 quarters since. The position peaked at $385K in Q3 2023. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

  • Cadence Bank held 1,015 shares of Arthur J. Gallagher & Co worth $263K as of Q4 2025.
  • Cadence Bank sold 93 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $24.6K.
  • Arthur J. Gallagher & Co made up 0.02% of Cadence Bank's portfolio in Q4 2025, its #292 holding.
  • Cadence Bank first reported a position in Arthur J. Gallagher & Co in Q3 2022 and has held it in 14 quarters since.
  • Cadence Bank's Arthur J. Gallagher & Co position peaked at $385K in Q3 2023.
  • 1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.