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

HWG Holdings’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 Q2	–	Sell	-71	Closed	-$24.5K	–	56
2025 Q1	$24.5K	Buy	+71	New	+$22.4K	0.01%	92
2024 Q3	–	Sell	-71	Closed	-$18.4K	–	54
2024 Q2	$18.4K	Buy	+71	New	+$17.6K	0.01%	77
2022 Q4	–	Sell	-6	Closed	-$1K	–	118
2022 Q3	$1K	Buy	+6	New	+$1.06K	﹤0.01%	108

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

HWG Holdings's AJG Position: Q2 2025 in Review

HWG Holdings sold out of Arthur J. Gallagher & Co (AJG) in Q2 2025, closing a stake of 71 shares — an estimated $24.5K sold.

HWG Holdings first reported a position in AJG in Q3 2022 and held it in 3 quarters. The position peaked at $24.5K in Q1 2025. 1,378 funds tracked by Wall St. Rank hold AJG as of Q2 2025.

HWG Holdings reported no remaining Arthur J. Gallagher & Co position as of Q2 2025 after selling out during the quarter.
HWG Holdings sold 71 Arthur J. Gallagher & Co shares in Q2 2025, an estimated $24.5K.
HWG Holdings first reported a position in Arthur J. Gallagher & Co in Q3 2022 and held it in 3 quarters.
HWG Holdings's Arthur J. Gallagher & Co position peaked at $24.5K in Q1 2025.
1,378 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2025.

Based on HWG Holdings's 13F filing for Q2 2025, filed 10 Jul 2025.