FineMark National Bank & Trust’s Arthur J. Gallagher & Co AJG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $11.6M | Sell |
44,647
-3,186
| -7% | -$843K | 0.36% | 71 |
|
|
2025
Q3 | $14.8M | Sell |
47,833
-257
| -0.5% | -$77.5K | 0.48% | 55 |
|
|
2025
Q2 | $15.4M | Sell |
48,090
-244
| -0.5% | -$80.4K | 0.52% | 51 |
|
|
2025
Q1 | $16.7M | Buy |
48,334
+1,465
| +3% | +$463K | 0.61% | 45 |
|
|
2024
Q4 | $13.3M | Buy |
46,869
+788
| +2% | +$229K | 0.46% | 60 |
|
|
2024
Q3 | $13M | Sell |
46,081
-403
| -0.9% | -$114K | 0.45% | 68 |
|
|
2024
Q2 | $12.1M | Buy |
46,484
+667
| +1% | +$165K | 0.44% | 71 |
|
|
2024
Q1 | $11.5M | Buy |
45,817
+976
| +2% | +$235K | 0.43% | 71 |
|
|
2023
Q4 | $10.1M | Sell |
44,841
-163
| -0.4% | -$38.6K | 0.41% | 70 |
|
|
2023
Q3 | $10.3M | Sell |
45,004
-689
| -2% | -$154K | 0.45% | 65 |
|
|
2023
Q2 | $10M | Sell |
45,693
-880
| -2% | -$183K | 0.41% | 66 |
|
|
2023
Q1 | $8.91M | Sell |
46,573
-1,072
| -2% | -$203K | 0.38% | 72 |
|
|
2022
Q4 | $8.98M | Buy |
47,645
+229
| +0.5% | +$42.8K | 0.4% | 66 |
|
|
2022
Q3 | $8.12M | Sell |
47,416
-25,432
| -35% | -$4.51M | 0.39% | 68 |
|
|
2022
Q2 | $11.9M | Sell |
72,848
-288
| -0.4% | -$47.8K | 0.53% | 44 |
|
|
2022
Q1 | $12.8M | Buy |
73,136
+1,796
| +3% | +$286K | 0.5% | 48 |
|
|
2021
Q4 | $12.1M | Buy |
71,340
+3,345
| +5% | +$547K | 0.46% | 53 |
|
|
2021
Q3 | $10.1M | Buy |
67,995
+26,028
| +62% | +$3.72M | 0.43% | 60 |
|
|
2021
Q2 | $5.88M | Buy |
41,967
+2,158
| +5% | +$305K | 0.24% | 91 |
|
|
2021
Q1 | $4.97M | Buy |
+39,809
| New | +$4.8M | 0.21% | 100 |
|
|
2017
Q1 | – | Sell |
-1,303
| Closed | -$68K | – | 391 |
|
|
2016
Q4 | $68K | Sell |
1,303
-101
| -7% | -$5.08K | 0.01% | 564 |
|
|
2016
Q3 | $71K | Buy |
1,404
+33
| +2% | +$1.63K | 0.01% | 534 |
|
|
2016
Q2 | $65K | Hold |
1,371
| – | – | 0.01% | 528 |
|
|
2016
Q1 | $61K | Sell |
1,371
-77
| -5% | -$3.07K | 0.01% | 528 |
|
|
2015
Q4 | $59K | Buy |
1,448
+406
| +39% | +$17.4K | 0.01% | 560 |
|
|
2015
Q3 | $43K | Sell |
1,042
-66
| -6% | -$2.99K | 0.01% | 659 |
|
|
2015
Q2 | $52K | Sell |
1,108
-42
| -4% | -$2.02K | 0.01% | 644 |
|
|
2015
Q1 | $53K | Buy |
1,150
+918
| +396% | +$42.9K | 0.01% | 659 |
|
|
2014
Q4 | $11K | Hold |
232
| – | – | ﹤0.01% | 1003 |
|
|
2014
Q3 | $11K | Hold |
232
| – | – | ﹤0.01% | 993 |
|
|
2014
Q2 | $11K | Sell |
232
-79
| -25% | -$3.6K | ﹤0.01% | 1012 |
|
|
2014
Q1 | $15K | Sell |
311
-631
| -67% | -$29.5K | ﹤0.01% | 956 |
|
|
2013
Q4 | $44K | Buy |
942
+608
| +182% | +$28.2K | 0.01% | 609 |
|
|
2013
Q3 | $14K | Buy |
334
+33
| +11% | +$1.45K | ﹤0.01% | 902 |
|
|
2013
Q2 | $13K | Buy |
+301
| New | +$13K | ﹤0.01% | 892 |
|
Other funds holding AJG
FineMark National Bank & Trust's AJG Position: Q4 2025 in Review
FineMark National Bank & Trust reduced its Arthur J. Gallagher & Co (AJG) stake by 6.7% in Q4 2025, selling an estimated $843K and leaving 44,647 shares worth $11.6M. The position accounts for 0.36% of the portfolio, ranked #71.
FineMark National Bank & Trust first reported a position in AJG in Q2 2013 and has held it in 35 quarters since. The position peaked at $16.7M in Q1 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.
- FineMark National Bank & Trust held 44,647 shares of Arthur J. Gallagher & Co worth $11.6M as of Q4 2025.
- FineMark National Bank & Trust sold 3,186 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $843K.
- Arthur J. Gallagher & Co made up 0.36% of FineMark National Bank & Trust's portfolio in Q4 2025, its #71 holding.
- FineMark National Bank & Trust first reported a position in Arthur J. Gallagher & Co in Q2 2013 and has held it in 35 quarters since.
- FineMark National Bank & Trust's Arthur J. Gallagher & Co position peaked at $16.7M in Q1 2025.
- 1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.
Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.