Integrated Advisors Network’s Arthur J. Gallagher & Co AJG Stock Holding History

Integrated Advisors Network’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	-1,238	Closed	-$383K	–	717
2025 Q3	$383K	Sell	1,238 -151	-11%	-$45.5K	0.02%	568
2025 Q2	$445K	Buy	1,389 +7	+0.5%	+$2.31K	0.02%	519
2025 Q1	$477K	Sell	1,382 -869	-39%	-$274K	0.02%	471
2024 Q4	$639K	Buy	+2,251	New	+$655K	0.03%	399
2022 Q1	–	Sell	-6,226	Closed	-$1.06M	–	656
2021 Q4	$1.06M	Buy	6,226 +73	+1%	+$11.9K	0.06%	273
2021 Q3	$915K	Buy	6,153 +758	+14%	+$108K	0.06%	276
2021 Q2	$756K	Buy	5,395 +374	+7%	+$52.9K	0.06%	279
2021 Q1	$626K	Buy	5,021 +2,608	+108%	+$315K	0.06%	287
2020 Q4	$299K	Sell	2,413 -47	-2%	-$5.35K	0.03%	392
2020 Q3	$260K	Buy	+2,460	New	+$255K	0.03%	363

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Integrated Advisors Network's AJG Position: Q4 2025 in Review

Integrated Advisors Network sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 1,238 shares — an estimated $383K sold.

Integrated Advisors Network first reported a position in AJG in Q3 2020 and held it in 10 quarters. The position peaked at $1.06M in Q4 2021. 1,298 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Integrated Advisors Network reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Integrated Advisors Network sold 1,238 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $383K.
Integrated Advisors Network first reported a position in Arthur J. Gallagher & Co in Q3 2020 and held it in 10 quarters.
Integrated Advisors Network's Arthur J. Gallagher & Co position peaked at $1.06M in Q4 2021.
1,298 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

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