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Continuum Advisory’s Arthur J. Gallagher & Co AJG Stock Holding History

Continuum Advisory’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 		– Sell
-171
Closed -$59K – 456
2025
Q1 		$59K Sell
171
-3
-2% -$948 0.01% 627
2024
Q4 		$49.4K Hold
174
– – 0.01% 668
2024
Q3 		$51.3K Hold
174
– – 0.01% 653
2024
Q2 		$45.1K Hold
174
– – 0.01% 625
2024
Q1 		$43.1K Buy
+174
New +$41.8K 0.01% 629
2022
Q1 		– Sell
-1,451
Closed -$246K – 376
2021
Q4 		$246K Buy
1,451
+103
+8% +$16.8K 0.06% 262
2021
Q3 		$200K Buy
+1,348
New +$193K 0.05% 277

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

Continuum Advisory's AJG Position: Q2 2025 in Review

Continuum Advisory sold out of Arthur J. Gallagher & Co (AJG) in Q2 2025, closing a stake of 171 shares — an estimated $59K sold.

Continuum Advisory first reported a position in AJG in Q3 2021 and held it in 7 quarters. The position peaked at $246K in Q4 2021. 1,378 funds tracked by Wall St. Rank hold AJG as of Q2 2025.

  • Continuum Advisory reported no remaining Arthur J. Gallagher & Co position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 171 Arthur J. Gallagher & Co shares in Q2 2025, an estimated $59K.
  • Continuum Advisory first reported a position in Arthur J. Gallagher & Co in Q3 2021 and held it in 7 quarters.
  • Continuum Advisory's Arthur J. Gallagher & Co position peaked at $246K in Q4 2021.
  • 1,378 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.