Hoese & Co’s Arthur J. Gallagher & Co AJG Stock Holding History

Hoese & Co’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	-200	Closed	-$64K	–	127
2025 Q2	$64K	Hold	200	–	–	0.05%	77
2025 Q1	$69K	Hold	200	–	–	0.06%	57
2024 Q4	$56.8K	Hold	200	–	–	0.05%	64
2024 Q3	$56.3K	Hold	200	–	–	0.05%	69
2024 Q2	$50.7K	Hold	200	–	–	0.04%	65
2024 Q1	$48.8K	Hold	200	–	–	0.04%	65
2023 Q4	$49.8K	Hold	200	–	–	0.05%	65
2023 Q3	$45.6K	Hold	200	–	–	0.05%	69
2023 Q2	$43.9K	Hold	200	–	–	0.04%	78
2023 Q1	$37.5K	Hold	200	–	–	0.04%	78
2022 Q4	$40K	Hold	200	–	–	0.04%	81
2022 Q3	$34K	Hold	200	–	–	0.04%	86
2022 Q2	$33K	Hold	200	–	–	0.04%	90
2022 Q1	$35K	Hold	200	–	–	0.04%	94
2021 Q4	$34K	Hold	200	–	–	0.03%	100
2021 Q3	$30K	Hold	200	–	–	0.03%	100
2021 Q2	$28K	Buy	+200	New	+$28.3K	0.03%	102

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hoese & Co's AJG Position: Q3 2025 in Review

Hoese & Co sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 200 shares — an estimated $64K sold.

Hoese & Co first reported a position in AJG in Q2 2021 and held it in 17 quarters. The position peaked at $69K in Q1 2025. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

Hoese & Co reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
Hoese & Co sold 200 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $64K.
Hoese & Co first reported a position in Arthur J. Gallagher & Co in Q2 2021 and held it in 17 quarters.
Hoese & Co's Arthur J. Gallagher & Co position peaked at $69K in Q1 2025.
1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Hoese & Co's 13F filing for Q3 2025, filed 16 Oct 2025.