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Freedom Investment Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Freedom Investment 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
Q3 		– Sell
-1,358
Closed -$435K – 166
2025
Q2 		$435K Sell
1,358
-75
-5% -$24.7K 0.03% 487
2025
Q1 		$495K Sell
1,433
-176
-11% -$55.6K 0.04% 425
2024
Q4 		$457K Sell
1,609
-144
-8% -$41.9K 0.04% 456
2024
Q3 		$493K Buy
1,753
+24
+1% +$6.77K 0.04% 444
2024
Q2 		$448K Sell
1,729
-14
-0.8% -$3.47K 0.04% 460
2024
Q1 		$436K Sell
1,743
-252
-13% -$60.6K 0.03% 479
2023
Q4 		$449K Sell
1,995
-828
-29% -$196K 0.04% 462
2023
Q3 		$643K Sell
2,823
-490
-15% -$110K 0.08% 311
2023
Q2 		$727K Sell
3,313
-370
-10% -$77K 0.08% 310
2023
Q1 		$705K Buy
3,683
+125
+4% +$23.7K 0.08% 317
2022
Q4 		$671K Sell
3,558
-260
-7% -$48.6K 0.08% 330
2022
Q3 		$654K Sell
3,818
-179
-4% -$31.8K 0.08% 340
2022
Q2 		$652K Sell
3,997
-849
-18% -$141K 0.07% 359
2022
Q1 		$846K Buy
4,846
+11
+0.2% +$1.75K 0.08% 332
2021
Q4 		$820K Sell
4,835
-18
-0.4% -$2.94K 0.06% 404
2021
Q3 		$721K Buy
4,853
+193
+4% +$27.6K 0.06% 404
2021
Q2 		$653K Sell
4,660
-256
-5% -$36.2K 0.05% 458
2021
Q1 		$613K Buy
4,916
+363
+8% +$43.8K 0.05% 454
2020
Q4 		$563K Buy
4,553
+681
+18% +$77.6K 0.06% 303
2020
Q3 		$409K Sell
3,872
-328
-8% -$34K 0.04% 332
2020
Q2 		$409K Sell
4,200
-798
-16% -$70.7K 0.04% 332
2020
Q1 		$524K Buy
4,998
+333
+7% +$31.9K 0.05% 335
2019
Q4 		$444K Sell
4,665
-422
-8% -$38.6K 0.04% 370
2019
Q3 		$456K Buy
5,087
+348
+7% +$31.3K 0.04% 378
2019
Q2 		$415K Buy
+4,739
New +$395K 0.03% 408

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Freedom Investment Management's AJG Position: Q3 2025 in Review

Freedom Investment Management sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 1,358 shares — an estimated $435K sold.

Freedom Investment Management first reported a position in AJG in Q2 2019 and held it in 25 quarters. The position peaked at $846K in Q1 2022. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

  • Freedom Investment Management reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 1,358 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $435K.
  • Freedom Investment Management first reported a position in Arthur J. Gallagher & Co in Q2 2019 and held it in 25 quarters.
  • Freedom Investment Management's Arthur J. Gallagher & Co position peaked at $846K in Q1 2022.
  • 1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.