Grey Fox Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Grey Fox Wealth Advisors’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	-418	Closed	-$129K	–	149
2025 Q3	$129K	Buy	+418	New	+$126K	0.03%	164
2023 Q2	–	Sell	-418	Closed	-$80K	–	112
2023 Q1	$80K	Buy	418 +1	+0.2%	+$190	0.05%	155
2022 Q4	$78.6K	Buy	+417	New	+$78K	0.05%	143

Other funds holding AJG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Grey Fox Wealth Advisors's AJG Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 418 shares — an estimated $129K sold.

Grey Fox Wealth Advisors first reported a position in AJG in Q4 2022 and held it in 3 quarters. The position peaked at $129K in Q3 2025. 1,298 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 418 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $129K.
Grey Fox Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's Arthur J. Gallagher & Co position peaked at $129K in Q3 2025.
1,298 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.