D. Scott Neal’s Arthur J. Gallagher & Co AJG Stock Holding History

D. Scott Neal’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	$17.6M	Sell	56,663 -951	-2%	-$287K	8.12%	5
2025 Q2	$18.4M	Buy	57,614 +59	+0.1%	+$19.4K	9.19%	5
2025 Q1	$19.9M	Sell	57,555 -2,260	-4%	-$714K	11.02%	4
2024 Q4	$17M	Sell	59,815 -272	-0.5%	-$79.2K	9.31%	4
2024 Q3	$16.9M	Sell	60,087 -10,330	-15%	-$2.91M	8.94%	4
2024 Q2	$18.3M	Buy	70,417 +31,050	+79%	+$7.7M	10.16%	3
2024 Q1	$9.84M	Buy	39,367 +1,480	+4%	+$356K	6.44%	4
2023 Q4	$8.52M	Sell	37,887 -1,055	-3%	-$250K	7.59%	5
2023 Q3	$8.88M	Sell	38,942 -1,878	-5%	-$420K	7.59%	3
2023 Q2	$8.96M	Buy	+40,820	New	+$8.49M	6.74%	3

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

D. Scott Neal's AJG Position: Q3 2025 in Review

D. Scott Neal reduced its Arthur J. Gallagher & Co (AJG) stake by 1.7% in Q3 2025, selling an estimated $287K and leaving 56,663 shares worth $17.6M. The position accounts for 8.12% of the portfolio, ranked #5.

D. Scott Neal first reported a position in AJG in Q2 2023 and has held it in 10 quarters since. The position peaked at $19.9M in Q1 2025. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

D. Scott Neal held 56,663 shares of Arthur J. Gallagher & Co worth $17.6M as of Q3 2025.
D. Scott Neal sold 951 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $287K.
Arthur J. Gallagher & Co made up 8.12% of D. Scott Neal's portfolio in Q3 2025, its #5 holding.
D. Scott Neal first reported a position in Arthur J. Gallagher & Co in Q2 2023 and has held it in 10 quarters since.
D. Scott Neal's Arthur J. Gallagher & Co position peaked at $19.9M in Q1 2025.
1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on D. Scott Neal's 13F filing for Q3 2025, filed 28 Oct 2025.