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

Encompass More 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	-736	Closed	-$228K	–	245
2025 Q3	$228K	Sell	736 -7	-0.9%	-$2.11K	0.04%	213
2025 Q2	$238K	Sell	743 -456	-38%	-$150K	0.06%	185
2025 Q1	$414K	Sell	1,199 -55	-4%	-$17.4K	0.12%	128
2024 Q4	$356K	Buy	1,254 +285	+29%	+$82.9K	0.12%	137
2024 Q3	$273K	Buy	969 +41	+4%	+$11.6K	0.1%	147
2024 Q2	$241K	Buy	928 +35	+4%	+$8.68K	0.17%	85
2024 Q1	$223K	Buy	+893	New	+$215K	0.18%	89

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

Encompass More Asset Management's AJG Position: Q4 2025 in Review

Encompass More Asset Management sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 736 shares — an estimated $228K sold.

Encompass More Asset Management first reported a position in AJG in Q1 2024 and held it in 7 quarters. The position peaked at $414K in Q1 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Encompass More Asset Management reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Encompass More Asset Management sold 736 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $228K.
Encompass More Asset Management first reported a position in Arthur J. Gallagher & Co in Q1 2024 and held it in 7 quarters.
Encompass More Asset Management's Arthur J. Gallagher & Co position peaked at $414K in Q1 2025.
1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Encompass More Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.