Fiduciary Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Fiduciary Group’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	-612	Closed	-$211K	–	286
2025 Q1	$211K	Buy	+612	New	+$193K	0.02%	265

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

Fiduciary Group's AJG Position: Q2 2025 in Review

Fiduciary Group sold out of Arthur J. Gallagher & Co (AJG) in Q2 2025, closing a stake of 612 shares — an estimated $211K sold.

Fiduciary Group first reported a position in AJG in Q1 2025 and held it in 1 quarter. The position peaked at $211K in Q1 2025. 1,378 funds tracked by Wall St. Rank hold AJG as of Q2 2025.

Fiduciary Group reported no remaining Arthur J. Gallagher & Co position as of Q2 2025 after selling out during the quarter.
Fiduciary Group sold 612 Arthur J. Gallagher & Co shares in Q2 2025, an estimated $211K.
Fiduciary Group first reported a position in Arthur J. Gallagher & Co in Q1 2025 and held it in 1 quarter.
Fiduciary Group's Arthur J. Gallagher & Co position peaked at $211K in Q1 2025.
1,378 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2025.

Based on Fiduciary Group's 13F filing for Q2 2025, filed 13 Aug 2025.