CIBC Private Wealth Group
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CIBC Private Wealth Group’s Arthur J. Gallagher & Co AJG Stock Holding History

CIBC Private Wealth Group’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 		$27.1M Sell
104,629
-169,030
-62% -$44.7M 0.05% 243
2025
Q3 		$84.8M Sell
273,659
-34,013
-11% -$10.3M 0.15% 149
2025
Q2 		$98.5M Buy
307,672
+2,472
+0.8% +$815K 0.18% 132
2025
Q1 		$95.1M Buy
305,200
+186,209
+156% +$58.8M 0.2% 117
2024
Q4 		$34M Sell
118,991
-2,424
-2% -$705K 0.06% 217
2024
Q3 		$34.2M Buy
121,415
+109,243
+897% +$30.8M 0.06% 221
2024
Q2 		$3.22M Buy
12,172
+181
+2% +$44.9K 0.01% 468
2024
Q1 		$2.96M Buy
11,991
+90
+0.8% +$21.6K 0.01% 481
2023
Q4 		$2.68M Buy
11,901
+702
+6% +$166K 0.01% 475
2023
Q3 		$2.55M Buy
11,199
+8,931
+394% +$2M 0.01% 458
2023
Q2 		$498K Sell
2,268
-32
-1% -$6.66K ﹤0.01% 696
2023
Q1 		$440K Buy
+2,300
New +$436K ﹤0.01% 726
2022
Q4 		– Sell
-1,543
Closed -$264K – 862
2022
Q3 		$264K Sell
1,543
-1,312
-46% -$233K ﹤0.01% 810
2022
Q2 		$465K Buy
2,855
+26
+0.9% +$4.32K ﹤0.01% 714
2022
Q1 		$494K Buy
2,829
+42
+2% +$6.7K ﹤0.01% 749
2021
Q4 		$473K Buy
+2,787
New +$455K ﹤0.01% 782
2021
Q3 		– Sell
-1,500
Closed -$210K – 933
2021
Q2 		$210K Sell
1,500
-500
-25% -$70.7K ﹤0.01% 989
2021
Q1 		$250K Hold
2,000
– – ﹤0.01% 948
2020
Q4 		$247K Buy
+2,000
New +$228K ﹤0.01% 907
2018
Q3 		– Sell
-591
Closed -$39K – 990
2018
Q2 		$39K Sell
591
-533
-47% -$36.1K ﹤0.01% 1223
2018
Q1 		$77K Buy
1,124
+527
+88% +$35.6K ﹤0.01% 1074
2017
Q4 		$38K Buy
+597
New +$38.1K ﹤0.01% 1247

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

CIBC Private Wealth Group's AJG Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Arthur J. Gallagher & Co (AJG) stake by 62% in Q4 2025, selling an estimated $44.7M and leaving 104,629 shares worth $27.1M. The position accounts for 0.05% of the portfolio, ranked #243.

CIBC Private Wealth Group first reported a position in AJG in Q4 2017 and has held it in 22 quarters since. The position peaked at $98.5M in Q2 2025. 1,298 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

  • CIBC Private Wealth Group held 104,629 shares of Arthur J. Gallagher & Co worth $27.1M as of Q4 2025.
  • CIBC Private Wealth Group sold 169,030 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $44.7M.
  • Arthur J. Gallagher & Co made up 0.05% of CIBC Private Wealth Group's portfolio in Q4 2025, its #243 holding.
  • CIBC Private Wealth Group first reported a position in Arthur J. Gallagher & Co in Q4 2017 and has held it in 22 quarters since.
  • CIBC Private Wealth Group's Arthur J. Gallagher & Co position peaked at $98.5M in Q2 2025.
  • 1,298 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.