FW
AJG icon

FullCircle Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

FullCircle Wealth’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 		$234K Buy
928
+135
+17% +$40.7K 0.08% 243
2025
Q2 		$226K Buy
793
+60
+8% +$19.8K 0.08% 238
2025
Q1 		$237K Buy
733
+59
+9% +$18.6K 0.1% 201
2024
Q4 		$221K Buy
+674
New +$196K 0.09% 183

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

FullCircle Wealth's AJG Position: Q3 2025 in Review

FullCircle Wealth increased its Arthur J. Gallagher & Co (AJG) stake by 17% in Q3 2025, buying an estimated $40.7K and bringing the position to 928 shares worth $234K. The position accounts for 0.08% of the portfolio, ranked #243.

FullCircle Wealth first reported a position in AJG in Q4 2024 and has held it in 4 quarters since. The position peaked at $237K in Q1 2025. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

  • FullCircle Wealth held 928 shares of Arthur J. Gallagher & Co worth $234K as of Q3 2025.
  • FullCircle Wealth bought 135 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $40.7K.
  • Arthur J. Gallagher & Co made up 0.08% of FullCircle Wealth's portfolio in Q3 2025, its #243 holding.
  • FullCircle Wealth first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 4 quarters since.
  • FullCircle Wealth's Arthur J. Gallagher & Co position peaked at $237K in Q1 2025.
  • 1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.