DSM Capital Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

DSM Capital 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 Q2	–	Sell	-395,566	Closed	-$137M	–	40
2025 Q1	$137M	Buy	+395,566	New	+$125M	2.39%	13
2024 Q4	–	Sell	-206	Closed	-$58K	–	43
2024 Q3	$58K	Hold	206	–	–	﹤0.01%	62
2024 Q2	$53.4K	Hold	206	–	–	﹤0.01%	61
2024 Q1	$51.5K	Buy	206 +41	+25%	+$9.86K	﹤0.01%	73
2023 Q4	$37.1K	Buy	+165	New	+$39.1K	﹤0.01%	77

Other funds holding AJG

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

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

Norges Bank Oslo, Norway $1T AUM

DSM Capital Partners's AJG Position: Q2 2025 in Review

DSM Capital Partners sold out of Arthur J. Gallagher & Co (AJG) in Q2 2025, closing a stake of 395,566 shares — an estimated $137M sold.

DSM Capital Partners first reported a position in AJG in Q4 2023 and held it in 5 quarters. The position peaked at $137M in Q1 2025. 1,378 funds tracked by Wall St. Rank hold AJG as of Q2 2025.

DSM Capital Partners reported no remaining Arthur J. Gallagher & Co position as of Q2 2025 after selling out during the quarter.
DSM Capital Partners sold 395,566 Arthur J. Gallagher & Co shares in Q2 2025, an estimated $137M.
DSM Capital Partners first reported a position in Arthur J. Gallagher & Co in Q4 2023 and held it in 5 quarters.
DSM Capital Partners's Arthur J. Gallagher & Co position peaked at $137M in Q1 2025.
1,378 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2025.

Based on DSM Capital Partners's 13F filing for Q2 2025, filed 24 Jul 2025.