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Congress Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Congress Wealth 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
Q2 		$22.9M Sell
71,688
-510
-0.7% -$168K 0.22% 111
2025
Q1 		$24.9M Buy
72,198
+2,930
+4% +$926K 0.3% 82
2024
Q4 		$19.7M Buy
69,268
+1,893
+3% +$551K 0.27% 100
2024
Q3 		$19M Buy
67,375
+1,308
+2% +$369K 0.25% 103
2024
Q2 		$17.1M Buy
66,067
+18,661
+39% +$4.63M 0.27% 96
2024
Q1 		$11.9M Buy
47,406
+1,889
+4% +$454K 0.2% 146
2023
Q4 		$10.2M Buy
45,517
+1,839
+4% +$436K 0.19% 156
2023
Q3 		$9.96M Buy
43,678
+40,706
+1,370% +$9.11M 0.21% 145
2023
Q2 		$653K Buy
2,972
+51
+2% +$10.6K 0.02% 387
2023
Q1 		$559K Buy
2,921
+169
+6% +$32.1K 0.01% 406
2022
Q4 		$519K Buy
+2,752
New +$515K 0.01% 400

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Congress Wealth Management's AJG Position: Q2 2025 in Review

Congress Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 0.71% in Q2 2025, selling an estimated $168K and leaving 71,688 shares worth $22.9M. The position accounts for 0.22% of the portfolio, ranked #111.

Congress Wealth Management first reported a position in AJG in Q4 2022 and has held it in 11 quarters since. The position peaked at $24.9M in Q1 2025. 1,378 funds tracked by Wall St. Rank hold AJG as of Q2 2025.

  • Congress Wealth Management held 71,688 shares of Arthur J. Gallagher & Co worth $22.9M as of Q2 2025.
  • Congress Wealth Management sold 510 Arthur J. Gallagher & Co shares in Q2 2025, an estimated $168K.
  • Arthur J. Gallagher & Co made up 0.22% of Congress Wealth Management's portfolio in Q2 2025, its #111 holding.
  • Congress Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2022 and has held it in 11 quarters since.
  • Congress Wealth Management's Arthur J. Gallagher & Co position peaked at $24.9M in Q1 2025.
  • 1,378 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.