Formidable Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Formidable Asset 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 Q4	–	Sell	-669	Closed	-$214K	–	398
2025 Q3	$214K	Hold	669	–	–	0.03%	370
2025 Q2	$231K	Hold	669	–	–	0.04%	347
2025 Q1	$231K	Sell	669 -100	-13%	-$31.6K	0.04%	347
2024 Q4	$218K	Hold	769	–	–	0.04%	344
2024 Q3	$216K	Sell	769 -311	-29%	-$87.7K	0.03%	340
2024 Q2	$280K	Buy	1,080 +11	+1%	+$2.73K	0.05%	311
2024 Q1	$267K	Hold	1,069	–	–	0.04%	298
2023 Q4	$240K	Sell	1,069 -300	-22%	-$71.1K	0.05%	237
2023 Q3	$312K	Hold	1,369	–	–	0.07%	215
2023 Q2	$301K	Hold	1,369	–	–	0.07%	214
2023 Q1	$265K	Hold	1,369	–	–	0.06%	237
2022 Q4	$258K	Hold	1,369	–	–	0.06%	243
2022 Q3	$240K	Hold	1,369	–	–	0.06%	248
2022 Q2	$223K	Hold	1,369	–	–	0.05%	263
2022 Q1	$239K	Hold	1,369	–	–	0.05%	281
2021 Q4	$229K	Hold	1,369	–	–	0.04%	275
2021 Q3	$204K	Buy	+1,369	New	+$196K	0.04%	324

Other funds holding AJG

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Formidable Asset Management's AJG Position: Q4 2025 in Review

Formidable Asset Management sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 669 shares — an estimated $214K sold.

Formidable Asset Management first reported a position in AJG in Q3 2021 and held it in 17 quarters. The position peaked at $312K in Q3 2023. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Formidable Asset Management reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Formidable Asset Management sold 669 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $214K.
Formidable Asset Management first reported a position in Arthur J. Gallagher & Co in Q3 2021 and held it in 17 quarters.
Formidable Asset Management's Arthur J. Gallagher & Co position peaked at $312K in Q3 2023.
1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Formidable Asset Management's 13F filing for Q4 2025, filed 16 Jan 2026.