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Capital A Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Capital A Wealth Management’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
Q2 		– Sell
-18
Closed -$6.21K – 430
2025
Q1 		$6.21K Buy
18
+1
+6% +$316 0.01% 346
2024
Q4 		$4.83K Buy
+17
New +$4.95K 0.01% 382

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Capital A Wealth Management's AJG Position: Q2 2025 in Review

Capital A Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q2 2025, closing a stake of 18 shares — an estimated $6.21K sold.

Capital A Wealth Management first reported a position in AJG in Q4 2024 and held it in 2 quarters. The position peaked at $6.21K in Q1 2025. 1,379 funds tracked by Wall St. Rank hold AJG as of Q2 2025.

  • Capital A Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 18 Arthur J. Gallagher & Co shares in Q2 2025, an estimated $6.21K.
  • Capital A Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Arthur J. Gallagher & Co position peaked at $6.21K in Q1 2025.
  • 1,379 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.