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

Embree 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
Q4 		– Sell
-731
Closed -$227K – 252
2025
Q3 		$227K Buy
731
+21
+3% +$6.33K 0.03% 206
2025
Q2 		$227K Buy
710
+4
+0.6% +$1.32K 0.03% 199
2025
Q1 		$244K Hold
706
– – 0.04% 184
2024
Q4 		$200K Buy
+706
New +$205K 0.03% 189

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 $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Embree Financial Group's AJG Position: Q4 2025 in Review

Embree Financial Group sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 731 shares — an estimated $227K sold.

Embree Financial Group first reported a position in AJG in Q4 2024 and held it in 4 quarters. The position peaked at $244K in Q1 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

  • Embree Financial Group reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
  • Embree Financial Group sold 731 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $227K.
  • Embree Financial Group first reported a position in Arthur J. Gallagher & Co in Q4 2024 and held it in 4 quarters.
  • Embree Financial Group's Arthur J. Gallagher & Co position peaked at $244K in Q1 2025.
  • 1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Embree Financial Group's 13F filing for Q4 2025, filed 14 Jan 2026.