Grandview Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Grandview Asset 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 Q4	–	Sell	-735	Closed	-$228K	–	141
2025 Q3	$228K	Sell	735 -69	-9%	-$20.8K	0.06%	135
2025 Q2	$257K	Buy	+804	New	+$265K	0.08%	115

Other funds holding AJG

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Grandview Asset Management's AJG Position: Q4 2025 in Review

Grandview Asset Management sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 735 shares — an estimated $228K sold.

Grandview Asset Management first reported a position in AJG in Q2 2025 and held it in 2 quarters. The position peaked at $257K in Q2 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Grandview Asset Management reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Grandview Asset Management sold 735 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $228K.
Grandview Asset Management first reported a position in Arthur J. Gallagher & Co in Q2 2025 and held it in 2 quarters.
Grandview Asset Management's Arthur J. Gallagher & Co position peaked at $257K in Q2 2025.
1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Grandview Asset Management's 13F filing for Q4 2025, filed 26 Jan 2026.