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CCLA Investment Management’s Arthur J. Gallagher & Co AJG Stock Holding History

CCLA Investment 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
Q4 		$122M Sell
470,291
-4,891
-1% -$1.29M 1.95% 24
2025
Q3 		$147M Buy
+475,182
New +$143M 2.36% 12
2025
Q1 		$137M Buy
396,312
+10,375
+3% +$3.28M 2.42% 14
2024
Q4 		$110M Buy
+385,937
New +$112M 1.74% 31

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 $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CCLA Investment Management's AJG Position: Q4 2025 in Review

CCLA Investment Management reduced its Arthur J. Gallagher & Co (AJG) stake by 1% in Q4 2025, selling an estimated $1.29M and leaving 470,291 shares worth $122M. The position accounts for 1.95% of the portfolio, ranked #24.

CCLA Investment Management first reported a position in AJG in Q4 2024 and has held it in 4 quarters since. The position peaked at $147M in Q3 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

  • CCLA Investment Management held 470,291 shares of Arthur J. Gallagher & Co worth $122M as of Q4 2025.
  • CCLA Investment Management sold 4,891 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $1.29M.
  • Arthur J. Gallagher & Co made up 1.95% of CCLA Investment Management's portfolio in Q4 2025, its #24 holding.
  • CCLA Investment Management first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 4 quarters since.
  • CCLA Investment Management's Arthur J. Gallagher & Co position peaked at $147M in Q3 2025.
  • 1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on CCLA Investment Management's 13F filing for Q4 2025, filed 22 Jan 2026.