Chelsea Counsel Company’s Arthur J. Gallagher & Co AJG Stock Holding History

Chelsea Counsel Company’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	–	Sell	-475	Closed	-$147K	–	239
2025 Q3	$147K	Hold	475	–	–	0.07%	106
2025 Q2	$152K	Hold	475	–	–	0.08%	108
2025 Q1	$164K	Hold	475	–	–	0.09%	105
2024 Q4	$135K	Hold	475	–	–	0.07%	105
2024 Q3	$134K	Hold	475	–	–	0.07%	109
2024 Q2	$123K	Hold	475	–	–	0.06%	109
2024 Q1	$119K	Hold	475	–	–	0.07%	99
2023 Q4	$107K	Hold	475	–	–	0.06%	105
2023 Q3	$108K	Hold	475	–	–	0.06%	114
2023 Q2	$104K	Buy	+475	New	+$98.8K	0.05%	112

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Chelsea Counsel Company's AJG Position: Q4 2025 in Review

Chelsea Counsel Company sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 475 shares — an estimated $147K sold.

Chelsea Counsel Company first reported a position in AJG in Q2 2023 and held it in 10 quarters. The position peaked at $164K in Q1 2025. 1,298 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Chelsea Counsel Company reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Chelsea Counsel Company sold 475 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $147K.
Chelsea Counsel Company first reported a position in Arthur J. Gallagher & Co in Q2 2023 and held it in 10 quarters.
Chelsea Counsel Company's Arthur J. Gallagher & Co position peaked at $164K in Q1 2025.
1,298 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Chelsea Counsel Company's 13F filing for Q4 2025, filed 24 Feb 2026.