Harvest Investment Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Harvest Investment Services’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	-9,992	Closed	-$3.09M	–	330
2025 Q3	$3.09M	Buy	9,992 +2,228	+29%	+$672K	0.62%	48
2025 Q2	$2.49M	Buy	7,764 +3,874	+100%	+$1.28M	0.56%	38
2025 Q1	$1.34M	Sell	3,890 -10,059	-72%	-$3.18M	0.37%	62
2024 Q4	$3.96M	Buy	13,949 +3,783	+37%	+$1.1M	0.97%	22
2024 Q3	$2.86M	Buy	10,166 +4,189	+70%	+$1.18M	0.91%	28
2024 Q2	$1.55M	Buy	5,977 +3,799	+174%	+$942K	0.61%	41
2024 Q1	$545K	Buy	+2,178	New	+$524K	0.22%	102

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 $3.37T AUM 44.26% 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

Harvest Investment Services's AJG Position: Q4 2025 in Review

Harvest Investment Services sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 9,992 shares — an estimated $3.09M sold.

Harvest Investment Services first reported a position in AJG in Q1 2024 and held it in 7 quarters. The position peaked at $3.96M in Q4 2024. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Harvest Investment Services reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Harvest Investment Services sold 9,992 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $3.09M.
Harvest Investment Services first reported a position in Arthur J. Gallagher & Co in Q1 2024 and held it in 7 quarters.
Harvest Investment Services's Arthur J. Gallagher & Co position peaked at $3.96M in Q4 2024.
1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Harvest Investment Services's 13F filing for Q4 2025, filed 17 Feb 2026.