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Concourse Financial Group Securities’s Arthur J. Gallagher & Co AJG Stock Holding History

Concourse Financial Group Securities’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
-7,619
Closed -$2.24M – 63
2024
Q4 		$2.24M Buy
7,619
+109
+1% +$31.7K 0.13% 171
2024
Q3 		$2.11M Buy
7,510
+190
+3% +$53.6K 0.13% 174
2024
Q2 		$1.9M Buy
7,320
+318
+5% +$78.9K 0.12% 174
2024
Q1 		$1.75M Buy
7,002
+409
+6% +$98.3K 0.11% 192
2023
Q4 		$1.48M Sell
6,593
-163
-2% -$38.6K 0.11% 202
2023
Q3 		$1.54M Sell
6,756
-133
-2% -$29.8K 0.12% 186
2023
Q2 		$1.51M Sell
6,889
-89
-1% -$18.5K 0.11% 186
2023
Q1 		$1.33M Buy
6,978
+48
+0.7% +$9.11K 0.1% 201
2022
Q4 		$1.31M Buy
6,930
+53
+0.8% +$9.91K 0.11% 212
2022
Q3 		$1.18M Buy
6,877
+4,320
+169% +$767K 0.11% 188
2022
Q2 		$417K Sell
2,557
-35
-1% -$5.81K 0.04% 431
2022
Q1 		$453K Sell
2,592
-2,213
-46% -$353K 0.03% 444
2021
Q4 		$815K Buy
4,805
+192
+4% +$31.4K 0.05% 379
2021
Q3 		$686K Buy
4,613
+241
+6% +$34.5K 0.04% 409
2021
Q2 		$612K Buy
4,372
+344
+9% +$48.6K 0.04% 425
2021
Q1 		$503K Buy
4,028
+262
+7% +$31.6K 0.04% 430
2020
Q4 		$466K Buy
3,766
+255
+7% +$29K 0.04% 399
2020
Q3 		$371K Sell
3,511
-69
-2% -$7.16K 0.03% 392
2020
Q2 		$349K Buy
3,580
+275
+8% +$24.4K 0.03% 388
2020
Q1 		$269K Buy
3,305
+603
+22% +$57.7K 0.03% 392
2019
Q4 		$257K Buy
2,702
+1,850
+217% +$169K 0.03% 435
2019
Q3 		$76K Sell
852
-578
-40% -$52K 0.02% 504
2019
Q2 		$125K Buy
1,430
+81
+6% +$6.76K 0.01% 609
2019
Q1 		$105K Buy
1,349
+433
+47% +$33.4K 0.01% 671
2018
Q4 		$67K Buy
916
+767
+515% +$57.3K 0.01% 725
2018
Q3 		$11K Buy
+149
New +$10.7K ﹤0.01% 1048

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Concourse Financial Group Securities's AJG Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Arthur J. Gallagher & Co (AJG) in Q1 2025, closing a stake of 7,619 shares — an estimated $2.24M sold.

Concourse Financial Group Securities first reported a position in AJG in Q3 2018 and held it in 26 quarters. The position peaked at $2.24M in Q4 2024. 1,359 funds tracked by Wall St. Rank hold AJG as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Arthur J. Gallagher & Co position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 7,619 Arthur J. Gallagher & Co shares in Q1 2025, an estimated $2.24M.
  • Concourse Financial Group Securities first reported a position in Arthur J. Gallagher & Co in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Arthur J. Gallagher & Co position peaked at $2.24M in Q4 2024.
  • 1,359 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.