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ERn Financial LLC’s Arthur J. Gallagher & Co AJG Stock Holding History

ERn Financial LLC’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
Q2 		– Sell
-2,319
Closed -$800K – 148
2025
Q1 		$800K Sell
2,319
-28
-1% -$8.84K 0.13% 112
2024
Q4 		$666K Buy
2,347
+19
+0.8% +$5.53K 0.1% 128
2024
Q3 		$655K Buy
2,328
+5
+0.2% +$1.41K 0.1% 128
2024
Q2 		$602K Sell
2,323
-219
-9% -$54.3K 0.1% 128
2024
Q1 		$636K Buy
2,542
+47
+2% +$11.3K 0.11% 122
2023
Q4 		$591K Buy
2,495
+25
+1% +$5.92K 0.11% 113
2023
Q3 		$563K Sell
2,470
-29
-1% -$6.49K 0.12% 114
2023
Q2 		$549K Buy
2,499
+253
+11% +$52.6K 0.11% 116
2023
Q1 		$430K Buy
2,246
+80
+4% +$15.2K 0.09% 128
2022
Q4 		$408K Sell
2,166
-151
-7% -$28.2K 0.09% 132
2022
Q3 		$397K Buy
2,317
+659
+40% +$117K 0.1% 124
2022
Q2 		$270K Buy
+1,658
New +$275K 0.07% 141

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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

ERn Financial LLC's AJG Position: Q2 2025 in Review

ERn Financial LLC sold out of Arthur J. Gallagher & Co (AJG) in Q2 2025, closing a stake of 2,319 shares — an estimated $800K sold.

ERn Financial LLC first reported a position in AJG in Q2 2022 and held it in 12 quarters. The position peaked at $800K in Q1 2025. 1,378 funds tracked by Wall St. Rank hold AJG as of Q2 2025.

  • ERn Financial LLC reported no remaining Arthur J. Gallagher & Co position as of Q2 2025 after selling out during the quarter.
  • ERn Financial LLC sold 2,319 Arthur J. Gallagher & Co shares in Q2 2025, an estimated $800K.
  • ERn Financial LLC first reported a position in Arthur J. Gallagher & Co in Q2 2022 and held it in 12 quarters.
  • ERn Financial LLC's Arthur J. Gallagher & Co position peaked at $800K in Q1 2025.
  • 1,378 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2025.

Based on ERn Financial LLC's 13F filing for Q2 2025, filed 17 Jul 2025.