FFT Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

FFT Wealth Management’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	-1,569	Closed	-$445K	–	104
2024 Q4	$445K	Buy	1,569 +783	+100%	+$228K	0.03%	101
2024 Q3	$221K	Buy	+786	New	+$222K	0.02%	161

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

FFT Wealth Management's AJG Position: Q1 2025 in Review

FFT Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q1 2025, closing a stake of 1,569 shares — an estimated $445K sold.

FFT Wealth Management first reported a position in AJG in Q3 2024 and held it in 2 quarters. The position peaked at $445K in Q4 2024. 1,358 funds tracked by Wall St. Rank hold AJG as of Q1 2025.

FFT Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q1 2025 after selling out during the quarter.
FFT Wealth Management sold 1,569 Arthur J. Gallagher & Co shares in Q1 2025, an estimated $445K.
FFT Wealth Management first reported a position in Arthur J. Gallagher & Co in Q3 2024 and held it in 2 quarters.
FFT Wealth Management's Arthur J. Gallagher & Co position peaked at $445K in Q4 2024.
1,358 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2025.

Based on FFT Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.