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Catalyst Funds Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Catalyst Funds 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
-3,600
Closed -$1.15M – 488
2025
Q2 		$1.15M Buy
+3,600
New +$1.19M 0.32% 99
2025
Q1 		– Sell
-40,000
Closed -$11.4M – 460
2024
Q4 		$11.4M Buy
40,000
+39,700
+13,233% +$11.6M 2.77% 6
2024
Q3 		$84.4K Buy
+300
New +$84.6K 0.02% 550

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Catalyst Funds Management's AJG Position: Q3 2025 in Review

Catalyst Funds Management sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 3,600 shares — an estimated $1.15M sold.

Catalyst Funds Management first reported a position in AJG in Q3 2024 and held it in 3 quarters. The position peaked at $11.4M in Q4 2024. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

  • Catalyst Funds Management reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
  • Catalyst Funds Management sold 3,600 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $1.15M.
  • Catalyst Funds Management first reported a position in Arthur J. Gallagher & Co in Q3 2024 and held it in 3 quarters.
  • Catalyst Funds Management's Arthur J. Gallagher & Co position peaked at $11.4M in Q4 2024.
  • 1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Catalyst Funds Management's 13F filing for Q3 2025, filed 12 Nov 2025.