GWSG
AJG icon

GPS Wealth Strategies Group’s Arthur J. Gallagher & Co AJG Stock Holding History

GPS Wealth Strategies Group’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
Q4 		$198K Sell
765
-2,699
-78% -$715K 0.17% 105
2025
Q3 		$1.07M Buy
3,464
+110
+3% +$33.2K 0.11% 105
2025
Q2 		$1.07M Buy
3,354
+24
+0.7% +$7.91K 0.12% 104
2025
Q1 		$1.15M Sell
3,330
-112
-3% -$35.4K 0.16% 98
2024
Q4 		$977K Buy
3,442
+30
+0.9% +$8.73K 0.13% 107
2024
Q3 		$960K Buy
3,412
+24
+0.7% +$6.77K 0.13% 121
2024
Q2 		$879K Sell
3,388
-26
-0.8% -$6.45K 0.13% 111
2024
Q1 		$854K Buy
3,414
+85
+3% +$20.4K 0.14% 107
2023
Q4 		$749K Buy
3,329
+92
+3% +$21.8K 0.14% 117
2023
Q3 		$738K Buy
3,237
+298
+10% +$66.7K 0.14% 117
2023
Q2 		$645K Buy
2,939
+28
+1% +$5.83K 0.12% 129
2023
Q1 		$557K Buy
+2,911
New +$552K 0.12% 132
2022
Q4 		– Sell
-3,016
Closed -$516K – 141
2022
Q3 		$516K Sell
3,016
-19
-0.6% -$3.37K 0.13% 118
2022
Q2 		$495K Buy
3,035
+520
+21% +$86.3K 0.13% 126
2022
Q1 		$439K Hold
2,515
– – 0.1% 126
2021
Q4 		$427K Sell
2,515
-60
-2% -$9.8K 0.09% 136
2021
Q3 		$383K Sell
2,575
-103
-4% -$14.7K 0.09% 137
2021
Q2 		$375K Buy
2,678
+75
+3% +$10.6K 0.1% 137
2021
Q1 		$324K Buy
2,603
+168
+7% +$20.3K 0.1% 137
2020
Q4 		$301K Buy
2,435
+370
+18% +$42.1K 0.11% 131
2020
Q3 		$218K Buy
+2,065
New +$214K 0.09% 141

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

GPS Wealth Strategies Group's AJG Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Arthur J. Gallagher & Co (AJG) stake by 78% in Q4 2025, selling an estimated $715K and leaving 765 shares worth $198K. The position accounts for 0.17% of the portfolio, ranked #105.

GPS Wealth Strategies Group first reported a position in AJG in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.15M in Q1 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

  • GPS Wealth Strategies Group held 765 shares of Arthur J. Gallagher & Co worth $198K as of Q4 2025.
  • GPS Wealth Strategies Group sold 2,699 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $715K.
  • Arthur J. Gallagher & Co made up 0.17% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #105 holding.
  • GPS Wealth Strategies Group first reported a position in Arthur J. Gallagher & Co in Q3 2020 and has held it in 21 quarters since.
  • GPS Wealth Strategies Group's Arthur J. Gallagher & Co position peaked at $1.15M in Q1 2025.
  • 1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.