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Carolinas Wealth Consulting’s Arthur J. Gallagher & Co AJG Stock Holding History

Carolinas Wealth Consulting’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
-139
Closed -$48K – 30
2025
Q1 		$48K Sell
139
-233
-63% -$73.6K 0.01% 358
2024
Q4 		$105K Buy
372
+363
+4,033% +$106K 0.02% 244
2024
Q3 		$2.53K Buy
9
+5
+125% +$1.41K ﹤0.01% 773
2024
Q2 		$1.04K Hold
4
– – ﹤0.01% 907
2024
Q1 		$1K Buy
4
+2
+100% +$481 ﹤0.01% 895
2023
Q4 		$450 Hold
2
– – ﹤0.01% 935
2023
Q3 		$471 Hold
2
– – ﹤0.01% 932
2023
Q2 		$439 Hold
2
– – ﹤0.01% 1015
2023
Q1 		$383 Buy
+2
New +$379 ﹤0.01% 1026

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Carolinas Wealth Consulting's AJG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Arthur J. Gallagher & Co (AJG) in Q2 2025, closing a stake of 139 shares — an estimated $48K sold.

Carolinas Wealth Consulting first reported a position in AJG in Q1 2023 and held it in 9 quarters. The position peaked at $105K in Q4 2024. 1,378 funds tracked by Wall St. Rank hold AJG as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Arthur J. Gallagher & Co position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 139 Arthur J. Gallagher & Co shares in Q2 2025, an estimated $48K.
  • Carolinas Wealth Consulting first reported a position in Arthur J. Gallagher & Co in Q1 2023 and held it in 9 quarters.
  • Carolinas Wealth Consulting's Arthur J. Gallagher & Co position peaked at $105K in Q4 2024.
  • 1,378 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.