Essex Savings Bank’s Arthur J. Gallagher & Co AJG Stock Holding History

Essex Savings Bank’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	-707	Closed	-$219K	–	314
2025 Q3	$219K	Sell	707 -75	-10%	-$22.6K	0.05%	288
2025 Q2	$250K	Sell	782 -47	-6%	-$15.5K	0.06%	256
2025 Q1	$286K	Buy	829 +1	+0.1%	+$316	0.07%	220
2024 Q4	$235K	Buy	828 +11	+1%	+$3.2K	0.06%	250
2024 Q3	$230K	Buy	+817	New	+$230K	0.06%	260
2019 Q3	–	Sell	-14	Closed	-$1K	–	192
2019 Q2	$1K	Hold	14	–	–	﹤0.01%	737
2019 Q1	$1K	Hold	14	–	–	﹤0.01%	627
2018 Q4	$1K	Buy	+14	New	+$1.04K	﹤0.01%	637

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 $1.9T AUM 41.92% 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 $1.66T AUM 25.57% 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

Essex Savings Bank's AJG Position: Q4 2025 in Review

Essex Savings Bank sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 707 shares — an estimated $219K sold.

Essex Savings Bank first reported a position in AJG in Q4 2018 and held it in 8 quarters. The position peaked at $286K in Q1 2025. 1,298 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Essex Savings Bank reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Essex Savings Bank sold 707 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $219K.
Essex Savings Bank first reported a position in Arthur J. Gallagher & Co in Q4 2018 and held it in 8 quarters.
Essex Savings Bank's Arthur J. Gallagher & Co position peaked at $286K in Q1 2025.
1,298 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Essex Savings Bank's 13F filing for Q4 2025, filed 2 Feb 2026.