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Founders Financial Alliance’s Arthur J. Gallagher & Co AJG Stock Holding History

Founders Financial Alliance’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
-658
Closed -$227K – 547
2025
Q1 		$227K Buy
+658
New +$208K 0.06% 309
2020
Q4 		– Sell
-91
Closed -$10K – 440
2020
Q3 		$10K Buy
+91
New +$9.44K 0.01% 754

Other funds holding AJG

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

Founders Financial Alliance's AJG Position: Q2 2025 in Review

Founders Financial Alliance sold out of Arthur J. Gallagher & Co (AJG) in Q2 2025, closing a stake of 658 shares — an estimated $227K sold.

Founders Financial Alliance first reported a position in AJG in Q3 2020 and held it in 2 quarters. The position peaked at $227K in Q1 2025. 1,378 funds tracked by Wall St. Rank hold AJG as of Q2 2025.

  • Founders Financial Alliance reported no remaining Arthur J. Gallagher & Co position as of Q2 2025 after selling out during the quarter.
  • Founders Financial Alliance sold 658 Arthur J. Gallagher & Co shares in Q2 2025, an estimated $227K.
  • Founders Financial Alliance first reported a position in Arthur J. Gallagher & Co in Q3 2020 and held it in 2 quarters.
  • Founders Financial Alliance's Arthur J. Gallagher & Co position peaked at $227K in Q1 2025.
  • 1,378 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2025.

Based on Founders Financial Alliance's 13F filing for Q2 2025, filed 12 Aug 2025.