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Hemington Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Hemington Wealth 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
Q3 		$30K Sell
99
-6
-6% -$1.81K ﹤0.01% 501
2025
Q2 		$33K Buy
105
+9
+9% +$2.97K ﹤0.01% 441
2025
Q1 		$33K Buy
96
+25
+35% +$7.9K 0.01% 416
2024
Q4 		$20K Buy
71
+29
+69% +$8.44K 0.01% 541
2024
Q3 		$11K Buy
+42
New +$11.8K ﹤0.01% 665

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hemington Wealth Management's AJG Position: Q3 2025 in Review

Hemington Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 5.7% in Q3 2025, selling an estimated $1.81K and leaving 99 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Hemington Wealth Management first reported a position in AJG in Q3 2024 and has held it in 5 quarters since. The position peaked at $33K in Q2 2025. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

  • Hemington Wealth Management held 99 shares of Arthur J. Gallagher & Co worth $30K as of Q3 2025.
  • Hemington Wealth Management sold 6 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $1.81K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #501 holding.
  • Hemington Wealth Management first reported a position in Arthur J. Gallagher & Co in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Arthur J. Gallagher & Co position peaked at $33K in Q2 2025.
  • 1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.