Harvest Fund Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Harvest Fund 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	-8	Closed	-$2K	–	593
2025 Q3	$2K	Hold	8	–	–	﹤0.01%	591
2025 Q2	$3K	Sell	8 -211	-96%	-$69.6K	﹤0.01%	571
2025 Q1	$76K	Buy	219 +209	+2,090%	+$66K	﹤0.01%	472
2024 Q4	$3K	Buy	10 +7	+233%	+$2.04K	﹤0.01%	701
2024 Q3	$1K	Sell	3 -17	-85%	-$4.79K	﹤0.01%	583
2024 Q2	$5K	Hold	20	–	–	﹤0.01%	574
2024 Q1	$5K	Hold	20	–	–	﹤0.01%	611
2023 Q4	$4K	Buy	+20	New	+$4.74K	﹤0.01%	578
2022 Q1	–	Sell	-403	Closed	-$68K	–	733
2021 Q4	$68K	Hold	403	–	–	0.01%	388
2021 Q3	$59K	Hold	403	–	–	0.01%	363
2021 Q2	$56K	Hold	403	–	–	0.01%	395
2021 Q1	$50K	Hold	403	–	–	﹤0.01%	410
2020 Q4	$49K	Hold	403	–	–	﹤0.01%	360
2020 Q3	$43K	Hold	403	–	–	﹤0.01%	411
2020 Q2	$39K	Buy	+403	New	+$35.7K	﹤0.01%	363

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

Harvest Fund Management's AJG Position: Q4 2025 in Review

Harvest Fund Management sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 8 shares — an estimated $2K sold.

Harvest Fund Management first reported a position in AJG in Q2 2020 and held it in 15 quarters. The position peaked at $76K in Q1 2025. 1,298 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Harvest Fund Management reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Harvest Fund Management sold 8 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $2K.
Harvest Fund Management first reported a position in Arthur J. Gallagher & Co in Q2 2020 and held it in 15 quarters.
Harvest Fund Management's Arthur J. Gallagher & Co position peaked at $76K in Q1 2025.
1,298 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Harvest Fund Management's 13F filing for Q4 2025, filed 11 Feb 2026.