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Creekmur Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Creekmur Asset Management’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 		$223K Sell
721
-371
-34% -$112K 0.04% 185
2025
Q2 		$350K Buy
1,092
+217
+25% +$71.5K 0.06% 164
2025
Q1 		$302K Buy
875
+785
+872% +$248K 0.06% 148
2024
Q4 		$25.5K Hold
90
– – 0.01% 307
2024
Q3 		$25.2K Sell
90
-17
-16% -$4.79K 0.01% 316
2024
Q2 		$27.8K Hold
107
– – 0.01% 329
2024
Q1 		$26.8K Buy
+107
New +$25.7K 0.01% 336

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

Creekmur Asset Management's AJG Position: Q3 2025 in Review

Creekmur Asset Management reduced its Arthur J. Gallagher & Co (AJG) stake by 34% in Q3 2025, selling an estimated $112K and leaving 721 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #185.

Creekmur Asset Management first reported a position in AJG in Q1 2024 and has held it in 7 quarters since. The position peaked at $350K in Q2 2025. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

  • Creekmur Asset Management held 721 shares of Arthur J. Gallagher & Co worth $223K as of Q3 2025.
  • Creekmur Asset Management sold 371 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $112K.
  • Arthur J. Gallagher & Co made up 0.04% of Creekmur Asset Management's portfolio in Q3 2025, its #185 holding.
  • Creekmur Asset Management first reported a position in Arthur J. Gallagher & Co in Q1 2024 and has held it in 7 quarters since.
  • Creekmur Asset Management's Arthur J. Gallagher & Co position peaked at $350K in Q2 2025.
  • 1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.