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Cerro Pacific Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Cerro Pacific Wealth 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
2026
Q1 		– Sell
-1,157
Closed -$299K – 160
2025
Q4 		$299K Buy
1,157
+71
+7% +$18.8K 0.08% 132
2025
Q3 		$337K Buy
1,086
+97
+10% +$29.2K 0.09% 122
2025
Q2 		$317K Buy
989
+180
+22% +$59.3K 0.09% 127
2025
Q1 		$229K Buy
809
+97
+14% +$30.6K 0.07% 146
2024
Q4 		$200K Buy
+712
New +$207K 0.07% 159

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return