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Hibernia Wealth Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Hibernia Wealth Partners’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 		– Sell
-892
Closed -$285K – 54
2025
Q2 		$285K Buy
+892
New +$294K 0.09% 80
2024
Q4 		– Sell
-782
Closed -$220K – 58
2024
Q3 		$220K Buy
782
+10
+1% +$2.82K 0.07% 114
2024
Q2 		$200K Buy
+772
New +$192K 0.07% 86
2023
Q4 		– Sell
-365
Closed -$83.2K – 73
2023
Q3 		$83.2K Buy
+365
New +$81.7K 0.06% 80

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

Hibernia Wealth Partners's AJG Position: Q3 2025 in Review

Hibernia Wealth Partners sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 892 shares — an estimated $285K sold.

Hibernia Wealth Partners first reported a position in AJG in Q3 2023 and held it in 4 quarters. The position peaked at $285K in Q2 2025. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

  • Hibernia Wealth Partners reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
  • Hibernia Wealth Partners sold 892 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $285K.
  • Hibernia Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q3 2023 and held it in 4 quarters.
  • Hibernia Wealth Partners's Arthur J. Gallagher & Co position peaked at $285K in Q2 2025.
  • 1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Hibernia Wealth Partners's 13F filing for Q3 2025, filed 12 Nov 2025.