Custom Index Systems’s Arthur J. Gallagher & Co AJG Stock Holding History

Custom Index Systems’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 Q4	–	Sell	-3,139	Closed	-$972K	–	242
2025 Q3	$972K	Buy	3,139 +1,238	+65%	+$373K	0.29%	101
2025 Q2	$609K	Buy	1,901 +112	+6%	+$36.9K	0.29%	99
2025 Q1	$618K	Buy	+1,789	New	+$565K	0.31%	91
2024 Q2	–	Sell	-1,612	Closed	-$403K	–	249
2024 Q1	$403K	Buy	+1,612	New	+$388K	0.23%	140

Other funds holding AJG

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Custom Index Systems's AJG Position: Q4 2025 in Review

Custom Index Systems sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 3,139 shares — an estimated $972K sold.

Custom Index Systems first reported a position in AJG in Q1 2024 and held it in 4 quarters. The position peaked at $972K in Q3 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Custom Index Systems reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Custom Index Systems sold 3,139 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $972K.
Custom Index Systems first reported a position in Arthur J. Gallagher & Co in Q1 2024 and held it in 4 quarters.
Custom Index Systems's Arthur J. Gallagher & Co position peaked at $972K in Q3 2025.
1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Custom Index Systems's 13F filing for Q4 2025, filed 12 Feb 2026.