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

Challenger 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
Q3 		– Sell
-1,152
Closed -$369K – 69
2025
Q2 		$369K Sell
1,152
-101
-8% -$33.3K 0.26% 63
2025
Q1 		$433K Buy
1,253
+1
+0.1% +$316 0.34% 55
2024
Q4 		$355K Buy
+1,252
New +$364K 0.31% 62

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

Challenger Wealth Management's AJG Position: Q3 2025 in Review

Challenger Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 1,152 shares — an estimated $369K sold.

Challenger Wealth Management first reported a position in AJG in Q4 2024 and held it in 3 quarters. The position peaked at $433K in Q1 2025. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

  • Challenger Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
  • Challenger Wealth Management sold 1,152 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $369K.
  • Challenger Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2024 and held it in 3 quarters.
  • Challenger Wealth Management's Arthur J. Gallagher & Co position peaked at $433K in Q1 2025.
  • 1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Challenger Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.