Financial Engines Advisors
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Financial Engines Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Financial Engines Advisors’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
-1,050
Closed -$363K – 518
2025
Q1 		$363K Buy
1,050
+13
+1% +$4.11K ﹤0.01% 353
2024
Q4 		$294K Buy
+1,037
New +$302K ﹤0.01% 388

Other funds holding AJG

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Financial Engines Advisors's AJG Position: Q2 2025 in Review

Financial Engines Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q2 2025, closing a stake of 1,050 shares — an estimated $363K sold.

Financial Engines Advisors first reported a position in AJG in Q4 2024 and held it in 2 quarters. The position peaked at $363K in Q1 2025. 1,378 funds tracked by Wall St. Rank hold AJG as of Q2 2025.

  • Financial Engines Advisors reported no remaining Arthur J. Gallagher & Co position as of Q2 2025 after selling out during the quarter.
  • Financial Engines Advisors sold 1,050 Arthur J. Gallagher & Co shares in Q2 2025, an estimated $363K.
  • Financial Engines Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2024 and held it in 2 quarters.
  • Financial Engines Advisors's Arthur J. Gallagher & Co position peaked at $363K in Q1 2025.
  • 1,378 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2025.

Based on Financial Engines Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.