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Great Diamond Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Great Diamond Partners’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
-660
Closed -$204K – 228
2025
Q3 		$204K Buy
+660
New +$199K 0.04% 223
2020
Q1 		– Sell
-1,122
Closed -$106K – 138
2019
Q4 		$106K Buy
+1,122
New +$103K 0.04% 218

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 $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Great Diamond Partners's AJG Position: Q4 2025 in Review

Great Diamond Partners sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 660 shares — an estimated $204K sold.

Great Diamond Partners first reported a position in AJG in Q4 2019 and held it in 2 quarters. The position peaked at $204K in Q3 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

  • Great Diamond Partners reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
  • Great Diamond Partners sold 660 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $204K.
  • Great Diamond Partners first reported a position in Arthur J. Gallagher & Co in Q4 2019 and held it in 2 quarters.
  • Great Diamond Partners's Arthur J. Gallagher & Co position peaked at $204K in Q3 2025.
  • 1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Great Diamond Partners's 13F filing for Q4 2025, filed 6 Feb 2026.