Global Financial Private Client’s Arthur J. Gallagher & Co AJG Stock Holding History

Global Financial Private Client’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	-241	Closed	-$83.2K	–	268
2025 Q1	$83.2K	Buy	241 +175	+265%	+$55.3K	0.03%	281
2024 Q4	$18.7K	Buy	66 +5	+8%	+$1.46K	0.01%	444
2024 Q3	$17.2K	Buy	61 +18	+42%	+$5.08K	0.01%	453
2024 Q2	$11.2K	Hold	43	–	–	﹤0.01%	438
2024 Q1	$10.6K	Hold	43	–	–	﹤0.01%	455
2023 Q4	$9.67K	Hold	43	–	–	﹤0.01%	462
2023 Q3	$9.67K	Hold	43	–	–	0.01%	441
2023 Q2	$9.3K	Sell	43 -37	-46%	-$7.7K	﹤0.01%	448
2023 Q1	$15.5K	Buy	80 +37	+86%	+$7.02K	0.01%	397
2022 Q4	$8.11K	Hold	43	–	–	﹤0.01%	446
2022 Q3	$7.59K	Hold	43	–	–	﹤0.01%	434
2022 Q2	$7.08K	Hold	43	–	–	﹤0.01%	426
2022 Q1	$7.58K	Hold	43	–	–	﹤0.01%	436
2021 Q4	$7.3K	Hold	43	–	–	﹤0.01%	420
2021 Q3	$6.55K	Hold	43	–	–	﹤0.01%	380
2021 Q2	$6.04K	Hold	43	–	–	﹤0.01%	397
2021 Q1	$5.44K	Hold	43	–	–	﹤0.01%	354
2020 Q4	$5.32K	Hold	43	–	–	﹤0.01%	349
2020 Q3	$4.54K	Hold	43	–	–	﹤0.01%	349
2020 Q2	$4.19K	Hold	43	–	–	﹤0.01%	399
2020 Q1	$3.31K	Hold	43	–	–	﹤0.01%	415
2019 Q4	$4.09K	Buy	+43	New	+$3.94K	﹤0.01%	425

Other funds holding AJG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Global Financial Private Client's AJG Position: Q2 2025 in Review

Global Financial Private Client sold out of Arthur J. Gallagher & Co (AJG) in Q2 2025, closing a stake of 241 shares — an estimated $83.2K sold.

Global Financial Private Client first reported a position in AJG in Q4 2019 and held it in 22 quarters. The position peaked at $83.2K in Q1 2025. 1,378 funds tracked by Wall St. Rank hold AJG as of Q2 2025.

Global Financial Private Client reported no remaining Arthur J. Gallagher & Co position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 241 Arthur J. Gallagher & Co shares in Q2 2025, an estimated $83.2K.
Global Financial Private Client first reported a position in Arthur J. Gallagher & Co in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's Arthur J. Gallagher & Co position peaked at $83.2K in Q1 2025.
1,378 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.