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Cooper Investors’s Arthur J. Gallagher & Co AJG Stock Holding History

Cooper Investors’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
-33,884
Closed -$10.8M – 43
2025
Q2 		$10.8M Sell
33,884
-16,227
-32% -$5.35M 1.97% 18
2025
Q1 		$17.3M Sell
50,111
-3,729
-7% -$1.18M 2.81% 14
2024
Q4 		$15.3M Sell
53,840
-12,783
-19% -$3.72M 2.41% 17
2024
Q3 		$18.7M Sell
66,623
-94,560
-59% -$26.7M 2.79% 15
2024
Q2 		$41.8M Sell
161,183
-235,270
-59% -$58.4M 6.35% 3
2024
Q1 		$99.1M Sell
396,453
-36,449
-8% -$8.76M 5.71% 3
2023
Q4 		$97.4M Sell
432,902
-39,503
-8% -$9.36M 5.83% 3
2023
Q3 		$104M Buy
+472,405
New +$106M 8.27% 1
2023
Q1 		$92M Sell
480,753
-10,883
-2% -$2.06M 7.84% 1
2022
Q4 		$92.7M Sell
491,636
-71,286
-13% -$13.3M 8.72% 1
2022
Q3 		$96.4M Sell
562,922
-16,347
-3% -$2.9M 9.11% 1
2022
Q2 		$94.4M Buy
579,269
+620
+0.1% +$103K 8.23% 2
2022
Q1 		$101M Buy
578,649
+2,442
+0.4% +$389K 7.08% 3
2021
Q4 		$97.8M Buy
576,207
+185,240
+47% +$30.3M 6.17% 4
2021
Q3 		$58.1M Buy
390,967
+23,962
+7% +$3.43M 3.85% 9
2021
Q2 		$51.4M Buy
367,005
+12,592
+4% +$1.78M 3.37% 13
2021
Q1 		$44.2M Buy
354,413
+114,138
+48% +$13.8M 3.29% 12
2020
Q4 		$29.7M Buy
240,275
+16,925
+8% +$1.93M 2.37% 19
2020
Q3 		$23.6M Sell
223,350
-58,588
-21% -$6.08M 2.2% 18
2020
Q2 		$27.5M Sell
281,938
-3,937
-1% -$349K 2.86% 13
2020
Q1 		$23.3M Buy
285,875
+248,311
+661% +$23.8M 2.93% 12
2019
Q4 		$3.58M Buy
37,564
+34,608
+1,171% +$3.17M 0.38% 31
2019
Q3 		$265K Buy
+2,956
New +$266K 0.03% 35

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

Cooper Investors's AJG Position: Q3 2025 in Review

Cooper Investors sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 33,884 shares — an estimated $10.8M sold.

Cooper Investors first reported a position in AJG in Q3 2019 and held it in 23 quarters. The position peaked at $104M in Q3 2023. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

  • Cooper Investors reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
  • Cooper Investors sold 33,884 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $10.8M.
  • Cooper Investors first reported a position in Arthur J. Gallagher & Co in Q3 2019 and held it in 23 quarters.
  • Cooper Investors's Arthur J. Gallagher & Co position peaked at $104M in Q3 2023.
  • 1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Cooper Investors's 13F filing for Q3 2025, filed 16 Oct 2025.