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EnRich Financial Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

EnRich Financial Partners’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
Q1 		– Sell
-239
Closed -$67.8K – 62
2024
Q4 		$67.8K Hold
239
– – 0.02% 96
2024
Q3 		$67.2K Hold
239
– – 0.02% 98
2024
Q2 		$62K Buy
+239
New +$59.3K 0.02% 96

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JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

EnRich Financial Partners's AJG Position: Q1 2025 in Review

EnRich Financial Partners sold out of Arthur J. Gallagher & Co (AJG) in Q1 2025, closing a stake of 239 shares — an estimated $67.8K sold.

EnRich Financial Partners first reported a position in AJG in Q2 2024 and held it in 3 quarters. The position peaked at $67.8K in Q4 2024. 1,358 funds tracked by Wall St. Rank hold AJG as of Q1 2025.

  • EnRich Financial Partners reported no remaining Arthur J. Gallagher & Co position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 239 Arthur J. Gallagher & Co shares in Q1 2025, an estimated $67.8K.
  • EnRich Financial Partners first reported a position in Arthur J. Gallagher & Co in Q2 2024 and held it in 3 quarters.
  • EnRich Financial Partners's Arthur J. Gallagher & Co position peaked at $67.8K in Q4 2024.
  • 1,358 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.