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

Centricity 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
Q2 		$10.9K Hold
34
– – 0.01% 318
2025
Q1 		$11.7K Hold
34
– – 0.01% 306
2024
Q4 		$9.65K Buy
+34
New +$9.89K 0.01% 331

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Centricity Wealth Management's AJG Position: Q2 2025 in Review

Centricity Wealth Management held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2025 at 34 shares worth $10.9K. The position accounts for 0.01% of the portfolio, ranked #318.

Centricity Wealth Management first reported a position in AJG in Q4 2024 and has held it in 3 quarters since. The position peaked at $11.7K in Q1 2025. 1,378 funds tracked by Wall St. Rank hold AJG as of Q2 2025.

  • Centricity Wealth Management held 34 shares of Arthur J. Gallagher & Co worth $10.9K as of Q2 2025.
  • Centricity Wealth Management left its Arthur J. Gallagher & Co share count unchanged in Q2 2025.
  • Arthur J. Gallagher & Co made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #318 holding.
  • Centricity Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Arthur J. Gallagher & Co position peaked at $11.7K in Q1 2025.
  • 1,378 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.