Concord Wealth Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Concord Wealth Partners’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 Q1	–	Sell	-2	Closed	-$568	–	821
2024 Q4	$568	Hold	2	–	–	﹤0.01%	853
2024 Q3	$563	Buy	+2	New	+$564	﹤0.01%	889
2023 Q4	–	Sell	-9	Closed	-$2.05K	–	811
2023 Q3	$2.05K	Hold	9	–	–	﹤0.01%	866
2023 Q2	$1.98K	Buy	+9	New	+$1.87K	﹤0.01%	869
2023 Q1	–	Sell	-9	Closed	-$1.7K	–	993
2022 Q4	$1.7K	Buy	+9	New	+$1.68K	﹤0.01%	976
2022 Q3	–	Sell	-139	Closed	-$23K	–	181
2022 Q2	$23K	Sell	139 -2	-1%	-$332	0.01%	512
2022 Q1	$25K	Hold	141	–	–	0.01%	583
2021 Q4	$24K	Buy	141 +93	+194%	+$15.2K	0.01%	601
2021 Q3	$7K	Sell	48 -86	-64%	-$12.3K	﹤0.01%	520
2021 Q2	$19K	Buy	134 +12	+10%	+$1.7K	0.01%	507
2021 Q1	$15K	Buy	+122	New	+$14.7K	0.01%	519

Other funds holding AJG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Concord Wealth Partners's AJG Position: Q1 2025 in Review

Concord Wealth Partners sold out of Arthur J. Gallagher & Co (AJG) in Q1 2025, closing a stake of 2 shares — an estimated $568 sold.

Concord Wealth Partners first reported a position in AJG in Q1 2021 and held it in 11 quarters. The position peaked at $25K in Q1 2022. 1,358 funds tracked by Wall St. Rank hold AJG as of Q1 2025.

Concord Wealth Partners reported no remaining Arthur J. Gallagher & Co position as of Q1 2025 after selling out during the quarter.
Concord Wealth Partners sold 2 Arthur J. Gallagher & Co shares in Q1 2025, an estimated $568.
Concord Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q1 2021 and held it in 11 quarters.
Concord Wealth Partners's Arthur J. Gallagher & Co position peaked at $25K in Q1 2022.
1,358 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.