Empirical Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Empirical Asset Management’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	-3,784	Closed	-$608K	–	357
2025 Q3	$608K	Buy	3,784 +1,485	+65%	+$448K	0.17%	193
2025 Q2	$736K	Buy	+2,299	New	+$758K	0.23%	136
2025 Q1	–	Sell	-710	Closed	-$202K	–	307
2024 Q4	$202K	Buy	+710	New	+$207K	0.07%	307

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 $3.37T AUM 44.26% 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

Empirical Asset Management's AJG Position: Q4 2025 in Review

Empirical Asset Management sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 3,784 shares — an estimated $608K sold.

Empirical Asset Management first reported a position in AJG in Q4 2024 and held it in 3 quarters. The position peaked at $736K in Q2 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Empirical Asset Management reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Empirical Asset Management sold 3,784 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $608K.
Empirical Asset Management first reported a position in Arthur J. Gallagher & Co in Q4 2024 and held it in 3 quarters.
Empirical Asset Management's Arthur J. Gallagher & Co position peaked at $736K in Q2 2025.
1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Empirical Asset Management's 13F filing for Q4 2025, filed 6 Feb 2026.