Catalyst Capital Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Catalyst Capital Advisors’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	-434	Closed	-$134K	–	384
2025 Q3	$134K	Sell	434 -19	-4%	-$5.73K	﹤0.01%	265
2025 Q2	$145K	Buy	+453	New	+$149K	﹤0.01%	280
2025 Q1	–	Sell	-363	Closed	-$103K	–	428
2024 Q4	$103K	Buy	+363	New	+$106K	﹤0.01%	290
2017 Q3	–	Sell	-45,000	Closed	-$2.58M	–	433
2017 Q2	$2.58M	Buy	45,000 +10,000	+29%	+$565K	0.11%	113
2017 Q1	$1.98M	Buy	+35,000	New	+$1.93M	0.1%	129

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Catalyst Capital Advisors's AJG Position: Q4 2025 in Review

Catalyst Capital Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 434 shares — an estimated $134K sold.

Catalyst Capital Advisors first reported a position in AJG in Q1 2017 and held it in 5 quarters. The position peaked at $2.58M in Q2 2017. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Catalyst Capital Advisors reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Catalyst Capital Advisors sold 434 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $134K.
Catalyst Capital Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2017 and held it in 5 quarters.
Catalyst Capital Advisors's Arthur J. Gallagher & Co position peaked at $2.58M in Q2 2017.
1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Catalyst Capital Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.