Catalina Capital Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Catalina Capital 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
2025 Q4	–	Sell	-2,435	Closed	-$754K	–	164
2025 Q3	$754K	Hold	2,435	–	–	0.46%	51
2025 Q2	$779K	Sell	2,435 -176	-7%	-$58K	0.52%	45
2025 Q1	$901K	Sell	2,611 -769	-23%	-$243K	0.59%	39
2024 Q4	$959K	Buy	3,380 +35	+1%	+$10.2K	0.32%	59
2024 Q3	$941K	Buy	3,345 +102	+3%	+$28.8K	0.32%	61
2024 Q2	$841K	Buy	3,243 +445	+16%	+$110K	0.32%	62
2024 Q1	$700K	Buy	2,798 +678	+32%	+$163K	0.29%	74
2023 Q4	$477K	Buy	+2,120	New	+$502K	0.32%	61

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

Norges Bank Oslo, Norway $935B AUM

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

Catalina Capital Group's AJG Position: Q4 2025 in Review

Catalina Capital Group sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 2,435 shares — an estimated $754K sold.

Catalina Capital Group first reported a position in AJG in Q4 2023 and held it in 8 quarters. The position peaked at $959K in Q4 2024. 1,298 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Catalina Capital Group reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Catalina Capital Group sold 2,435 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $754K.
Catalina Capital Group first reported a position in Arthur J. Gallagher & Co in Q4 2023 and held it in 8 quarters.
Catalina Capital Group's Arthur J. Gallagher & Co position peaked at $959K in Q4 2024.
1,298 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Catalina Capital Group's 13F filing for Q4 2025, filed 16 Jan 2026.