Gunderson Capital Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Gunderson Capital 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 Q2	–	Sell	-26,800	Closed	-$9.25M	–	48
2025 Q1	$9.25M	Buy	26,800 +13,621	+103%	+$4.3M	5.96%	10
2024 Q4	$3.74M	Sell	13,179 -23,790	-64%	-$6.92M	1.84%	22
2024 Q3	$10.4M	Buy	36,969 +3,700	+11%	+$1.04M	4.41%	8
2024 Q2	$8.63M	Buy	33,269 +19,168	+136%	+$4.76M	3.7%	13
2024 Q1	$3.53M	Buy	14,101 +4,851	+52%	+$1.17M	1.64%	22
2023 Q4	$2.08M	Buy	+9,250	New	+$2.19M	1.19%	30
2022 Q4	–	Sell	-13,169	Closed	-$2.25M	–	27
2022 Q3	$2.25M	Buy	13,169 +4,576	+53%	+$812K	3.18%	10
2022 Q2	$1.4M	Buy	+8,593	New	+$1.43M	1.19%	24

Other funds holding AJG

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

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Gunderson Capital Management's AJG Position: Q2 2025 in Review

Gunderson Capital Management sold out of Arthur J. Gallagher & Co (AJG) in Q2 2025, closing a stake of 26,800 shares — an estimated $9.25M sold.

Gunderson Capital Management first reported a position in AJG in Q2 2022 and held it in 8 quarters. The position peaked at $10.4M in Q3 2024. 1,379 funds tracked by Wall St. Rank hold AJG as of Q2 2025.

Gunderson Capital Management reported no remaining Arthur J. Gallagher & Co position as of Q2 2025 after selling out during the quarter.
Gunderson Capital Management sold 26,800 Arthur J. Gallagher & Co shares in Q2 2025, an estimated $9.25M.
Gunderson Capital Management first reported a position in Arthur J. Gallagher & Co in Q2 2022 and held it in 8 quarters.
Gunderson Capital Management's Arthur J. Gallagher & Co position peaked at $10.4M in Q3 2024.
1,379 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2025.

Based on Gunderson Capital Management's 13F filing for Q2 2025, filed 24 Jul 2025.