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AJG icon

Forte Capital’s Arthur J. Gallagher & Co AJG Stock Holding History

Forte Capital’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 		$1.27M Buy
3,963
+191
+5% +$63K 0.14% 109
2025
Q1 		$1.3M Buy
3,772
+114
+3% +$36K 0.15% 101
2024
Q4 		$1.04M Buy
3,658
+32
+0.9% +$9.31K 0.12% 110
2024
Q3 		$1.02M Buy
3,626
+87
+2% +$24.5K 0.12% 115
2024
Q2 		$918K Buy
3,539
+657
+23% +$163K 0.11% 115
2024
Q1 		$721K Buy
2,882
+487
+20% +$117K 0.09% 127
2023
Q4 		$539K Buy
2,395
+44
+2% +$10.4K 0.07% 137
2023
Q3 		$536K Buy
2,351
+4
+0.2% +$895 0.08% 125
2023
Q2 		$515K Buy
2,347
+4
+0.2% +$832 0.07% 135
2023
Q1 		$448K Buy
2,343
+6
+0.3% +$1.14K 0.07% 145
2022
Q4 		$441K Buy
2,337
+4
+0.2% +$748 0.08% 141
2022
Q3 		$399K Buy
2,333
+325
+16% +$57.7K 0.07% 138
2022
Q2 		$327K Buy
2,008
+11
+0.6% +$1.83K 0.06% 156
2022
Q1 		$339K Hold
1,997
– – 0.04% 171
2021
Q4 		$339K Sell
1,997
-20
-1% -$3.27K 0.04% 171
2021
Q3 		$300K Buy
2,017
+5
+0.2% +$715 0.04% 180
2021
Q2 		$282K Sell
2,012
-47
-2% -$6.64K 0.04% 187
2021
Q1 		$257K Sell
2,059
-14
-0.7% -$1.69K 0.04% 185
2020
Q4 		$256K Sell
2,073
-26
-1% -$2.96K 0.04% 176
2020
Q3 		$222K Buy
2,099
+7
+0.3% +$726 0.04% 172
2020
Q2 		$204K Buy
+2,092
New +$185K 0.04% 173

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Forte Capital's AJG Position: Q2 2025 in Review

Forte Capital increased its Arthur J. Gallagher & Co (AJG) stake by 5.1% in Q2 2025, buying an estimated $63K and bringing the position to 3,963 shares worth $1.27M. The position accounts for 0.14% of the portfolio, ranked #109.

Forte Capital first reported a position in AJG in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.3M in Q1 2025. 1,378 funds tracked by Wall St. Rank hold AJG as of Q2 2025.

  • Forte Capital held 3,963 shares of Arthur J. Gallagher & Co worth $1.27M as of Q2 2025.
  • Forte Capital bought 191 Arthur J. Gallagher & Co shares in Q2 2025, an estimated $63K.
  • Arthur J. Gallagher & Co made up 0.14% of Forte Capital's portfolio in Q2 2025, its #109 holding.
  • Forte Capital first reported a position in Arthur J. Gallagher & Co in Q2 2020 and has held it in 21 quarters since.
  • Forte Capital's Arthur J. Gallagher & Co position peaked at $1.3M in Q1 2025.
  • 1,378 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.