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Daymark Wealth Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Daymark Wealth Partners’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 		– Sell
-735
Closed -$235K – 601
2025
Q2 		$235K Sell
735
-8
-1% -$2.64K 0.01% 509
2025
Q1 		$257K Buy
+743
New +$235K 0.01% 444

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

Daymark Wealth Partners's AJG Position: Q3 2025 in Review

Daymark Wealth Partners sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 735 shares — an estimated $235K sold.

Daymark Wealth Partners first reported a position in AJG in Q1 2025 and held it in 2 quarters. The position peaked at $257K in Q1 2025. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

  • Daymark Wealth Partners reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
  • Daymark Wealth Partners sold 735 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $235K.
  • Daymark Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q1 2025 and held it in 2 quarters.
  • Daymark Wealth Partners's Arthur J. Gallagher & Co position peaked at $257K in Q1 2025.
  • 1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Daymark Wealth Partners's 13F filing for Q3 2025, filed 22 Oct 2025.