CPRC
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Consolidated Portfolio Review Corp’s Arthur J. Gallagher & Co AJG Stock Holding History

Consolidated Portfolio Review Corp’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
-999
Closed -$320K – 454
2025
Q2 		$320K Buy
+999
New +$329K 0.04% 340

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Consolidated Portfolio Review Corp's AJG Position: Q3 2025 in Review

Consolidated Portfolio Review Corp sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 999 shares — an estimated $320K sold.

Consolidated Portfolio Review Corp first reported a position in AJG in Q2 2025 and held it in 1 quarter. The position peaked at $320K in Q2 2025. 1,340 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

  • Consolidated Portfolio Review Corp reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 999 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $320K.
  • Consolidated Portfolio Review Corp first reported a position in Arthur J. Gallagher & Co in Q2 2025 and held it in 1 quarter.
  • Consolidated Portfolio Review Corp's Arthur J. Gallagher & Co position peaked at $320K in Q2 2025.
  • 1,340 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q3 2025, filed 12 Nov 2025.