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Elm3 Financial Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Elm3 Financial Group’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
-658
Closed -$211K – 112
2025
Q2 		$211K Sell
658
-15
-2% -$4.95K 0.18% 104
2025
Q1 		$232K Buy
+673
New +$213K 0.2% 87

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

Elm3 Financial Group's AJG Position: Q3 2025 in Review

Elm3 Financial Group sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 658 shares — an estimated $211K sold.

Elm3 Financial Group first reported a position in AJG in Q1 2025 and held it in 2 quarters. The position peaked at $232K in Q1 2025. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

  • Elm3 Financial Group reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
  • Elm3 Financial Group sold 658 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $211K.
  • Elm3 Financial Group first reported a position in Arthur J. Gallagher & Co in Q1 2025 and held it in 2 quarters.
  • Elm3 Financial Group's Arthur J. Gallagher & Co position peaked at $232K in Q1 2025.
  • 1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Elm3 Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.