Heck Capital Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Heck Capital 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 Q1	–	Sell	-2	Closed	-$568	–	254
2024 Q4	$568	Buy	+2	New	+$582	﹤0.01%	749

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 $1.81T AUM 41.13% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Heck Capital Advisors's AJG Position: Q1 2025 in Review

Heck Capital Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q1 2025, closing a stake of 2 shares — an estimated $568 sold.

Heck Capital Advisors first reported a position in AJG in Q4 2024 and held it in 1 quarter. The position peaked at $568 in Q4 2024. 1,361 funds tracked by Wall St. Rank hold AJG as of Q1 2025.

Heck Capital Advisors reported no remaining Arthur J. Gallagher & Co position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 2 Arthur J. Gallagher & Co shares in Q1 2025, an estimated $568.
Heck Capital Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Arthur J. Gallagher & Co position peaked at $568 in Q4 2024.
1,361 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.