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Financial Advocates Investment Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-1,716
Closed -$549K – 116
2025
Q2 		$549K Sell
1,716
-1,812
-51% -$597K 0.04% 338
2025
Q1 		$1.22M Buy
3,528
+96
+3% +$30.3K 0.09% 238
2024
Q4 		$974K Sell
3,432
-215
-6% -$62.6K 0.06% 305
2024
Q3 		$1.03M Buy
3,647
+59
+2% +$16.6K 0.06% 301
2024
Q2 		$930K Buy
3,588
+27
+0.8% +$6.7K 0.06% 305
2024
Q1 		$890K Buy
3,561
+90
+3% +$21.6K 0.05% 328
2023
Q4 		$781K Buy
3,471
+86
+3% +$20.4K 0.05% 335
2023
Q3 		$772K Buy
3,385
+65
+2% +$14.5K 0.06% 319
2023
Q2 		$729K Buy
3,320
+61
+2% +$12.7K 0.05% 320
2023
Q1 		$623K Buy
3,259
+129
+4% +$24.5K 0.04% 381
2022
Q4 		$590K Buy
+3,130
New +$585K 0.04% 411
2022
Q3 		– Sell
-2,518
Closed -$411K – 748
2022
Q2 		$411K Buy
+2,518
New +$418K 0.03% 434

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 $1.9T AUM 41.92% 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 $1.66T AUM 25.57% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial Advocates Investment Management's AJG Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 1,716 shares — an estimated $549K sold.

Financial Advocates Investment Management first reported a position in AJG in Q2 2022 and held it in 12 quarters. The position peaked at $1.22M in Q1 2025. 1,340 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,716 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $549K.
  • Financial Advocates Investment Management first reported a position in Arthur J. Gallagher & Co in Q2 2022 and held it in 12 quarters.
  • Financial Advocates Investment Management's Arthur J. Gallagher & Co position peaked at $1.22M in Q1 2025.
  • 1,340 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.