Cox Capital Management’s Arthur J. Gallagher & Co AJG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-7,316
| Closed | -$2.27M | – | 65 |
|
|
2025
Q3 | $2.27M | Buy |
7,316
+213
| +3% | +$64.2K | 1.48% | 25 |
|
|
2025
Q2 | $2.27M | Sell |
7,103
-196
| -3% | -$64.6K | 1.55% | 26 |
|
|
2025
Q1 | $2.52M | Sell |
7,299
-167
| -2% | -$52.8K | 1.84% | 23 |
|
|
2024
Q4 | $2.12M | Sell |
7,466
-27
| -0.4% | -$7.86K | 1.36% | 29 |
|
|
2024
Q3 | $2.11M | Sell |
7,493
-5,504
| -42% | -$1.55M | 1.26% | 34 |
|
|
2024
Q2 | $3.37M | Sell |
12,997
-627
| -5% | -$156K | 2.04% | 15 |
|
|
2024
Q1 | $3.41M | Sell |
13,624
-406
| -3% | -$97.6K | 2.1% | 15 |
|
|
2023
Q4 | $3.16M | Sell |
14,030
-8
| -0.1% | -$1.9K | 2.06% | 16 |
|
|
2023
Q3 | $3.2M | Buy |
14,038
+4,382
| +45% | +$981K | 2.25% | 11 |
|
|
2023
Q2 | $2.12M | Sell |
9,656
-183
| -2% | -$38.1K | 1.56% | 29 |
|
|
2023
Q1 | $1.88M | Buy |
9,839
+216
| +2% | +$41K | 1.36% | 36 |
|
|
2022
Q4 | $1.81M | Buy |
9,623
+272
| +3% | +$50.9K | 1.18% | 37 |
|
|
2022
Q3 | $1.6M | Buy |
9,351
+132
| +1% | +$23.4K | 1.16% | 43 |
|
|
2022
Q2 | $1.5M | Buy |
9,219
+120
| +1% | +$19.9K | 1.03% | 46 |
|
|
2022
Q1 | $1.59M | Buy |
9,099
+161
| +2% | +$25.7K | 1% | 48 |
|
|
2021
Q4 | $1.52M | Buy |
8,938
+110
| +1% | +$18K | 0.9% | 49 |
|
|
2021
Q3 | $1.31M | Buy |
8,828
+384
| +5% | +$54.9K | 0.88% | 52 |
|
|
2021
Q2 | $1.18M | Sell |
8,444
-29
| -0.3% | -$4.1K | 0.79% | 56 |
|
|
2021
Q1 | $1.06M | Buy |
8,473
+255
| +3% | +$30.8K | 0.73% | 57 |
|
|
2020
Q4 | $1.02M | Buy |
8,218
+223
| +3% | +$25.4K | 0.78% | 52 |
|
|
2020
Q3 | $844K | Sell |
7,995
-9
| -0.1% | -$934 | 0.74% | 57 |
|
|
2020
Q2 | $780K | Sell |
8,004
-11,394
| -59% | -$1.01M | 0.77% | 51 |
|
|
2020
Q1 | $1.85M | Hold |
19,398
| – | – | 1.61% | 25 |
|
|
2019
Q4 | $1.85M | Buy |
19,398
+219
| +1% | +$20.1K | 1.68% | 25 |
|
|
2019
Q3 | $1.72M | Sell |
19,179
-150
| -0.8% | -$13.5K | 1.68% | 27 |
|
|
2019
Q2 | $1.69M | Buy |
19,329
+503
| +3% | +$42K | 1.72% | 24 |
|
|
2019
Q1 | $1.47M | Sell |
18,826
-47
| -0.2% | -$3.62K | 1.59% | 27 |
|
|
2018
Q4 | $1.39M | Buy |
18,873
+362
| +2% | +$27K | 1.63% | 27 |
|
|
2018
Q3 | $1.38M | Buy |
18,511
+431
| +2% | +$30.9K | 1.47% | 32 |
|
|
2018
Q2 | $1.18M | Buy |
+18,080
| New | +$1.22M | 1.42% | 38 |
|
Other funds holding AJG
Cox Capital Management's AJG Position: Q4 2025 in Review
Cox Capital Management sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 7,316 shares — an estimated $2.27M sold.
Cox Capital Management first reported a position in AJG in Q2 2018 and held it in 30 quarters. The position peaked at $3.41M in Q1 2024. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.
- Cox Capital Management reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
- Cox Capital Management sold 7,316 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $2.27M.
- Cox Capital Management first reported a position in Arthur J. Gallagher & Co in Q2 2018 and held it in 30 quarters.
- Cox Capital Management's Arthur J. Gallagher & Co position peaked at $3.41M in Q1 2024.
- 1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.
Based on Cox Capital Management's 13F filing for Q4 2025, filed 14 Jan 2026.