IBEX Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

IBEX Wealth 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 Q4	–	Sell	-931	Closed	-$288K	–	126
2025 Q3	$288K	Sell	931 -2,456	-73%	-$740K	0.03%	182
2025 Q2	$1.08M	Buy	+3,387	New	+$1.12M	0.12%	102
2025 Q1	–	Sell	-4,097	Closed	-$1.16M	–	124
2024 Q4	$1.16M	Buy	+4,097	New	+$1.19M	0.14%	108
2024 Q3	–	Sell	-4,008	Closed	-$1.04M	–	76
2024 Q2	$1.04M	Sell	4,008 -391	-9%	-$97K	0.16%	77
2024 Q1	$829K	Buy	4,399 +4,395	+109,875%	+$1.06M	0.22%	69
2023 Q4	$908	Sell	4 -14,320	-100%	-$3.39M	0.2%	65
2023 Q3	$3.27M	Buy	+14,324	New	+$3.21M	0.83%	42
2023 Q1	$774K	Sell	4,044 -355	-8%	-$67.4K	0.2%	71
2022 Q4	$829K	Sell	4,399 -96	-2%	-$18K	0.19%	96
2022 Q3	$770K	Sell	4,495 -19	-0.4%	-$3.37K	0.2%	88
2022 Q2	$736K	Sell	4,514 -94	-2%	-$15.6K	0.17%	102
2022 Q1	$804K	Sell	4,608 -172	-4%	-$27.4K	0.15%	105
2021 Q4	$811K	Buy	4,780 +590	+14%	+$96.4K	0.14%	114
2021 Q3	$623K	Buy	4,190 +2,309	+123%	+$330K	0.12%	118
2021 Q2	$264K	Buy	+1,881	New	+$266K	0.05%	150

Other funds holding AJG

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

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

Norges Bank Oslo, Norway $1T AUM

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

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

IBEX Wealth Advisors's AJG Position: Q4 2025 in Review

IBEX Wealth Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 931 shares — an estimated $288K sold.

IBEX Wealth Advisors first reported a position in AJG in Q2 2021 and held it in 15 quarters. The position peaked at $3.27M in Q3 2023. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

IBEX Wealth Advisors reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
IBEX Wealth Advisors sold 931 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $288K.
IBEX Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2021 and held it in 15 quarters.
IBEX Wealth Advisors's Arthur J. Gallagher & Co position peaked at $3.27M in Q3 2023.
1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on IBEX Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.