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Evergreen Private Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

Evergreen Private Wealth’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
-96
Closed -$29.7K – 94
2025
Q3 		$29.7K Hold
96
– – 0.01% 125
2025
Q2 		$30.7K Hold
96
– – 0.01% 130
2025
Q1 		$33.1K Hold
96
– – 0.02% 125
2024
Q4 		$27.3K Hold
96
– – 0.01% 133
2024
Q3 		$27K Hold
96
– – 0.01% 135
2024
Q2 		$24.9K Hold
96
– – 0.01% 137
2024
Q1 		$24K Hold
96
– – 0.01% 144
2023
Q4 		$21.6K Buy
+96
New +$22.7K 0.01% 143

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evergreen Private Wealth's AJG Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 96 shares — an estimated $29.7K sold.

Evergreen Private Wealth first reported a position in AJG in Q4 2023 and held it in 8 quarters. The position peaked at $33.1K in Q1 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

  • Evergreen Private Wealth reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 96 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $29.7K.
  • Evergreen Private Wealth first reported a position in Arthur J. Gallagher & Co in Q4 2023 and held it in 8 quarters.
  • Evergreen Private Wealth's Arthur J. Gallagher & Co position peaked at $33.1K in Q1 2025.
  • 1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.