Compton Wealth Advisory Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Compton Wealth Advisory 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 Q3	–	Sell	-1,109	Closed	-$355K	–	85
2025 Q2	$355K	Hold	1,109	–	–	0.09%	71
2025 Q1	$383K	Sell	1,109 -482	-30%	-$152K	0.11%	69
2024 Q4	$452K	Hold	1,591	–	–	0.12%	81
2024 Q3	$448K	Hold	1,591	–	–	0.11%	82
2024 Q2	$413K	Hold	1,591	–	–	0.11%	81
2024 Q1	$398K	Hold	1,591	–	–	0.11%	81
2023 Q4	$358K	Hold	1,591	–	–	0.11%	71
2023 Q3	$363K	Hold	1,591	–	–	0.12%	78
2023 Q2	$349K	Hold	1,591	–	–	0.12%	75
2023 Q1	$304K	Sell	1,591 -68	-4%	-$12.9K	0.11%	79
2022 Q4	$313K	Hold	1,659	–	–	0.12%	84
2022 Q3	$284K	Sell	1,659 -482	-23%	-$85.6K	0.12%	81
2022 Q2	$349K	Sell	2,141 -627	-23%	-$104K	0.15%	81
2022 Q1	$483K	Buy	+2,768	New	+$441K	0.19%	81

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Compton Wealth Advisory Group's AJG Position: Q3 2025 in Review

Compton Wealth Advisory Group sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 1,109 shares — an estimated $355K sold.

Compton Wealth Advisory Group first reported a position in AJG in Q1 2022 and held it in 14 quarters. The position peaked at $483K in Q1 2022. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

Compton Wealth Advisory Group reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
Compton Wealth Advisory Group sold 1,109 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $355K.
Compton Wealth Advisory Group first reported a position in Arthur J. Gallagher & Co in Q1 2022 and held it in 14 quarters.
Compton Wealth Advisory Group's Arthur J. Gallagher & Co position peaked at $483K in Q1 2022.
1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Compton Wealth Advisory Group's 13F filing for Q3 2025, filed 9 Oct 2025.