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Edmond de Rothschild Holding’s Arthur J. Gallagher & Co AJG Stock Holding History

Edmond de Rothschild Holding’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
-2,074
Closed -$716K – 567
2025
Q1 		$716K Sell
2,074
-228
-10% -$72K 0.01% 299
2024
Q4 		$653K Sell
2,302
-272
-11% -$79.2K 0.01% 311
2024
Q3 		$724K Sell
2,574
-5,525
-68% -$1.56M 0.01% 295
2024
Q2 		$2.1M Sell
8,099
-3,786
-32% -$939K 0.04% 210
2024
Q1 		$2.97M Sell
11,885
-3,951
-25% -$950K 0.05% 200
2023
Q4 		$3.56M Sell
15,836
-1,308
-8% -$310K 0.06% 186
2023
Q3 		$3.91M Sell
17,144
-3,002
-15% -$672K 0.08% 174
2023
Q2 		$4.42M Hold
20,146
– – 0.09% 184
2023
Q1 		$3.85M Sell
20,146
-2,725
-12% -$517K 0.09% 187
2022
Q4 		$4.31M Buy
22,871
+2,830
+14% +$529K 0.1% 171
2022
Q3 		$3.43M Sell
20,041
-4,547
-18% -$807K 0.09% 187
2022
Q2 		$4.01M Sell
24,588
-6,475
-21% -$1.07M 0.1% 180
2022
Q1 		$5.42M Sell
31,063
-944
-3% -$151K 0.12% 154
2021
Q4 		$5.43M Buy
32,007
+2,028
+7% +$331K 0.12% 165
2021
Q3 		$4.46M Buy
29,979
+929
+3% +$133K 0.1% 182
2021
Q2 		$4.07M Buy
29,050
+9,214
+46% +$1.3M 0.09% 185
2021
Q1 		$2.48M Buy
19,836
+19,226
+3,152% +$2.32M 0.07% 223
2020
Q4 		$75K Buy
+610
New +$69.5K ﹤0.01% 537
2018
Q4 		– Sell
-2,203
Closed -$164K – 675
2018
Q3 		$164K Sell
2,203
-1,285
-37% -$92.1K ﹤0.01% 464
2018
Q2 		$228K Sell
3,488
-124
-3% -$8.4K 0.01% 445
2018
Q1 		$248K Buy
3,612
+182
+5% +$12.3K 0.01% 441
2017
Q4 		$217K Hold
3,430
– – 0.01% 476
2017
Q3 		$211K Buy
+3,430
New +$202K 0.01% 476

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Edmond de Rothschild Holding's AJG Position: Q2 2025 in Review

Edmond de Rothschild Holding sold out of Arthur J. Gallagher & Co (AJG) in Q2 2025, closing a stake of 2,074 shares — an estimated $716K sold.

Edmond de Rothschild Holding first reported a position in AJG in Q3 2017 and held it in 23 quarters. The position peaked at $5.43M in Q4 2021. 1,377 funds tracked by Wall St. Rank hold AJG as of Q2 2025.

  • Edmond de Rothschild Holding reported no remaining Arthur J. Gallagher & Co position as of Q2 2025 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 2,074 Arthur J. Gallagher & Co shares in Q2 2025, an estimated $716K.
  • Edmond de Rothschild Holding first reported a position in Arthur J. Gallagher & Co in Q3 2017 and held it in 23 quarters.
  • Edmond de Rothschild Holding's Arthur J. Gallagher & Co position peaked at $5.43M in Q4 2021.
  • 1,377 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2025.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2025, filed 12 Aug 2025.