Court Place Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Court Place Advisors’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	$1.34M	Hold	4,333	–	–	0.4%	54
2025 Q2	$1.39M	Sell	4,333 -65	-1%	-$21.4K	0.44%	51
2025 Q1	$1.52M	Buy	4,398 +90	+2%	+$28.4K	0.5%	47
2024 Q4	$1.22M	Hold	4,308	–	–	0.4%	53
2024 Q3	$1.21M	Hold	4,308	–	–	0.35%	64
2024 Q2	$1.12M	Buy	4,308 +1,810	+72%	+$449K	0.35%	66
2024 Q1	$625K	Hold	2,498	–	–	0.2%	87
2023 Q4	$562K	Hold	2,498	–	–	0.18%	89
2023 Q3	$569K	Hold	2,498	–	–	0.2%	90
2023 Q2	$548K	Hold	2,498	–	–	0.19%	93
2023 Q1	$478K	Hold	2,498	–	–	0.17%	102
2022 Q4	$471K	Hold	2,498	–	–	0.17%	102
2022 Q3	$428K	Hold	2,498	–	–	0.17%	105
2022 Q2	$407K	Hold	2,498	–	–	0.15%	111
2022 Q1	$436K	Hold	2,498	–	–	0.14%	116
2021 Q4	$424K	Hold	2,498	–	–	0.12%	128
2021 Q3	$371K	Hold	2,498	–	–	0.11%	130
2021 Q2	$350K	Hold	2,498	–	–	0.1%	141
2021 Q1	$312K	Hold	2,498	–	–	0.1%	145
2020 Q4	$309K	Sell	2,498 -200	-7%	-$22.8K	0.1%	135
2020 Q3	$285K	Hold	2,698	–	–	0.11%	136
2020 Q2	$263K	Hold	2,698	–	–	0.1%	140
2020 Q1	$220K	Hold	2,698	–	–	0.1%	143
2019 Q4	$257K	Hold	2,698	–	–	0.09%	157
2019 Q3	$242K	Sell	2,698 -2	-0.1%	-$180	0.09%	156
2019 Q2	$236K	Hold	2,700	–	–	0.09%	159
2019 Q1	$211K	Buy	+2,700	New	+$208K	0.09%	169
2018 Q4	–	Sell	-2,700	Closed	-$201K	–	168
2018 Q3	$201K	Buy	+2,700	New	+$194K	0.08%	170
2018 Q1	–	Sell	-3,550	Closed	-$225K	–	171
2017 Q4	$225K	Hold	3,550	–	–	0.09%	154
2017 Q3	$219K	Hold	3,550	–	–	0.1%	156
2017 Q2	$203K	Hold	3,550	–	–	0.1%	156
2017 Q1	$201K	Buy	+3,550	New	+$196K	0.1%	151

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Court Place Advisors's AJG Position: Q3 2025 in Review

Court Place Advisors held its Arthur J. Gallagher & Co (AJG) position steady in Q3 2025 at 4,333 shares worth $1.34M. The position accounts for 0.4% of the portfolio, ranked #54.

Court Place Advisors first reported a position in AJG in Q1 2017 and has held it in 32 quarters since. The position peaked at $1.52M in Q1 2025. 1,340 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

Court Place Advisors held 4,333 shares of Arthur J. Gallagher & Co worth $1.34M as of Q3 2025.
Court Place Advisors left its Arthur J. Gallagher & Co share count unchanged in Q3 2025.
Arthur J. Gallagher & Co made up 0.4% of Court Place Advisors's portfolio in Q3 2025, its #54 holding.
Court Place Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2017 and has held it in 32 quarters since.
Court Place Advisors's Arthur J. Gallagher & Co position peaked at $1.52M in Q1 2025.
1,340 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.