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

Clarus 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
2025
Q3 		– Sell
-3,971
Closed -$1.25M – 87
2025
Q2 		$1.25M Buy
3,971
+1,313
+49% +$433K 0.58% 55
2025
Q1 		$861K Sell
2,658
-255
-9% -$80.5K 0.46% 56
2024
Q4 		$832K Buy
2,913
+649
+29% +$189K 0.41% 58
2024
Q3 		$649K Sell
2,264
-154
-6% -$43.4K 0.33% 65
2024
Q2 		$647K Sell
2,418
-15
-0.6% -$3.72K 0.34% 60
2024
Q1 		$584K Buy
2,433
+86
+4% +$20.7K 0.33% 74
2023
Q4 		$556K Buy
+2,347
New +$556K 0.33% 68
2023
Q2 		$515K Buy
2,408
+49
+2% +$10.2K 0.31% 66
2023
Q1 		$466K Buy
2,359
+37
+2% +$7.02K 0.29% 70
2022
Q4 		$447K Sell
2,322
-143
-6% -$26.7K 0.29% 71
2022
Q3 		$435K Sell
2,465
-308
-11% -$54.7K 0.31% 63
2022
Q2 		$460K Sell
2,773
-143
-5% -$23.7K 0.32% 59
2022
Q1 		$534K Buy
+2,916
New +$465K 0.33% 48
2019
Q3 		– Sell
-2,737
Closed -$240K – 160
2019
Q2 		$240K Sell
2,737
-5
-0.2% -$417 0.17% 92
2019
Q1 		$214K Sell
2,742
-350
-11% -$27K 0.16% 91
2018
Q4 		$228K Buy
+3,092
New +$231K 0.36% 65

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

Clarus Wealth Advisors's AJG Position: Q3 2025 in Review

Clarus Wealth Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 3,971 shares — an estimated $1.25M sold.

Clarus Wealth Advisors first reported a position in AJG in Q4 2018 and held it in 16 quarters. The position peaked at $1.25M in Q2 2025. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

  • Clarus Wealth Advisors reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
  • Clarus Wealth Advisors sold 3,971 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $1.25M.
  • Clarus Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2018 and held it in 16 quarters.
  • Clarus Wealth Advisors's Arthur J. Gallagher & Co position peaked at $1.25M in Q2 2025.
  • 1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Clarus Wealth Advisors's 13F filing for Q3 2025, filed 6 Oct 2025.