Clear Creek Financial Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Clear Creek Financial 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 Q4	–	Sell	-971	Closed	-$301K	–	583
2025 Q3	$301K	Sell	971 -3	-0.3%	-$904	0.03%	481
2025 Q2	$312K	Buy	974 +280	+40%	+$92.3K	0.03%	433
2025 Q1	$240K	Buy	+694	New	+$219K	0.02%	451

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Clear Creek Financial Management's AJG Position: Q4 2025 in Review

Clear Creek Financial Management sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 971 shares — an estimated $301K sold.

Clear Creek Financial Management first reported a position in AJG in Q1 2025 and held it in 3 quarters. The position peaked at $312K in Q2 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Clear Creek Financial Management reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Clear Creek Financial Management sold 971 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $301K.
Clear Creek Financial Management first reported a position in Arthur J. Gallagher & Co in Q1 2025 and held it in 3 quarters.
Clear Creek Financial Management's Arthur J. Gallagher & Co position peaked at $312K in Q2 2025.
1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Clear Creek Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.