D'Orazio & Associates’s Arthur J. Gallagher & Co AJG Stock Holding History

D'Orazio & Associates’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	-682	Closed	-$211K	–	287
2025 Q3	$211K	Sell	682 -34	-5%	-$10.3K	0.03%	249
2025 Q2	$229K	Buy	716 +3	+0.4%	+$989	0.03%	226
2025 Q1	$246K	Buy	+713	New	+$225K	0.04%	194
2021 Q4	–	Sell	-101	Closed	-$15K	–	113
2021 Q3	$15K	Buy	+101	New	+$14.5K	﹤0.01%	453
2019 Q2	–	Sell	-27	Closed	-$2K	–	332
2019 Q1	$2K	Buy	+27	New	+$2.08K	﹤0.01%	310

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 $3.38T AUM 44.17% 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

D'Orazio & Associates's AJG Position: Q4 2025 in Review

D'Orazio & Associates sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 682 shares — an estimated $211K sold.

D'Orazio & Associates first reported a position in AJG in Q1 2019 and held it in 5 quarters. The position peaked at $246K in Q1 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

D'Orazio & Associates reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
D'Orazio & Associates sold 682 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $211K.
D'Orazio & Associates first reported a position in Arthur J. Gallagher & Co in Q1 2019 and held it in 5 quarters.
D'Orazio & Associates's Arthur J. Gallagher & Co position peaked at $246K in Q1 2025.
1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on D'Orazio & Associates's 13F filing for Q4 2025, filed 4 Feb 2026.