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

CarsonAllaria 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 Q3	–	Sell	-501	Closed	-$160K	–	83
2025 Q2	$160K	Buy	501 +1	+0.2%	+$330	0.09%	77
2025 Q1	$173K	Hold	500	–	–	0.1%	75
2024 Q4	$142K	Buy	500 +1	+0.2%	+$291	0.08%	81
2024 Q3	$141K	Buy	499 +1	+0.2%	+$282	0.08%	85
2024 Q2	$129K	Buy	498 +1	+0.2%	+$248	0.08%	78
2024 Q1	$124K	Buy	497 +1	+0.2%	+$240	0.08%	85
2023 Q4	$112K	Buy	496 +1	+0.2%	+$237	0.08%	81
2023 Q3	$113K	Buy	+495	New	+$111K	0.09%	84

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

CarsonAllaria Wealth Management's AJG Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 501 shares — an estimated $160K sold.

CarsonAllaria Wealth Management first reported a position in AJG in Q3 2023 and held it in 8 quarters. The position peaked at $173K in Q1 2025. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 501 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $160K.
CarsonAllaria Wealth Management first reported a position in Arthur J. Gallagher & Co in Q3 2023 and held it in 8 quarters.
CarsonAllaria Wealth Management's Arthur J. Gallagher & Co position peaked at $173K in Q1 2025.
1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.