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

Full Sail 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 Q3	$728K	Sell	2,350 -281	-11%	-$84.7K	0.04%	120
2025 Q2	$842K	Sell	2,631 -79	-3%	-$26K	0.05%	103
2025 Q1	$936K	Sell	2,710 -357	-12%	-$113K	0.06%	93
2024 Q4	$871K	Hold	3,067	–	–	0.06%	93
2024 Q3	$863K	Hold	3,067	–	–	0.06%	92
2024 Q2	$795K	Hold	3,067	–	–	0.05%	98
2024 Q1	$767K	Hold	3,067	–	–	0.05%	103
2023 Q4	$690K	Hold	3,067	–	–	0.05%	103
2023 Q3	$699K	Sell	3,067 -131	-4%	-$29.3K	0.06%	91
2023 Q2	$702K	Hold	3,198	–	–	0.06%	93
2023 Q1	$612K	Buy	3,198 +6	+0.2%	+$1.14K	0.06%	95
2022 Q4	$602K	Sell	3,192 -1,319	-29%	-$247K	0.06%	94
2022 Q3	$772K	Sell	4,511 -189	-4%	-$33.5K	0.08%	83
2022 Q2	$766K	Hold	4,700	–	–	0.07%	85
2022 Q1	$821K	Hold	4,700	–	–	0.07%	88
2021 Q4	$720K	Sell	4,700 -1,500	-24%	-$245K	0.06%	90
2021 Q3	$922K	Hold	6,200	–	–	0.08%	82
2021 Q2	$868K	Hold	6,200	–	–	0.08%	85
2021 Q1	$806K	Hold	6,200	–	–	0.08%	87
2020 Q4	$728K	Hold	6,200	–	–	0.08%	88
2020 Q3	$681K	Hold	6,200	–	–	0.09%	82
2020 Q2	$666K	Hold	6,200	–	–	0.1%	85
2020 Q1	$536K	Hold	6,200	–	–	0.1%	90
2019 Q4	$661K	Hold	6,200	–	–	0.14%	83
2019 Q3	$571K	Hold	6,200	–	–	0.14%	92
2019 Q2	$561K	Hold	6,200	–	–	0.16%	81
2019 Q1	$484K	Buy	+6,200	New	+$478K	0.15%	86

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Full Sail Capital's AJG Position: Q3 2025 in Review

Full Sail Capital reduced its Arthur J. Gallagher & Co (AJG) stake by 11% in Q3 2025, selling an estimated $84.7K and leaving 2,350 shares worth $728K. The position accounts for 0.04% of the portfolio, ranked #120.

Full Sail Capital first reported a position in AJG in Q1 2019 and has held it in 27 quarters since. The position peaked at $936K in Q1 2025. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

Full Sail Capital held 2,350 shares of Arthur J. Gallagher & Co worth $728K as of Q3 2025.
Full Sail Capital sold 281 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $84.7K.
Arthur J. Gallagher & Co made up 0.04% of Full Sail Capital's portfolio in Q3 2025, its #120 holding.
Full Sail Capital first reported a position in Arthur J. Gallagher & Co in Q1 2019 and has held it in 27 quarters since.
Full Sail Capital's Arthur J. Gallagher & Co position peaked at $936K in Q1 2025.
1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Full Sail Capital's 13F filing for Q3 2025, filed 14 Nov 2025.