Equitable Trust’s Arthur J. Gallagher & Co AJG Stock Holding History

Equitable Trust’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	-749	Closed	-$232K	–	440
2025 Q3	$232K	Hold	749	–	–	0.01%	419
2025 Q2	$240K	Sell	749 -13	-2%	-$4.29K	0.01%	411
2025 Q1	$263K	Hold	762	–	–	0.01%	426
2024 Q4	$216K	Hold	762	–	–	0.01%	452
2024 Q3	$214K	Buy	+762	New	+$215K	0.01%	431

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

Equitable Trust's AJG Position: Q4 2025 in Review

Equitable Trust sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 749 shares — an estimated $232K sold.

Equitable Trust first reported a position in AJG in Q3 2024 and held it in 5 quarters. The position peaked at $263K in Q1 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Equitable Trust reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Equitable Trust sold 749 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $232K.
Equitable Trust first reported a position in Arthur J. Gallagher & Co in Q3 2024 and held it in 5 quarters.
Equitable Trust's Arthur J. Gallagher & Co position peaked at $263K in Q1 2025.
1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Equitable Trust's 13F filing for Q4 2025, filed 2 Feb 2026.