IW
AJG icon

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

IronOak Wealth’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 		$622K Buy
+1,944
New +$641K 0.6% 55
2024
Q4 		$548K Buy
+1,931
New +$562K 0.61% 49

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

IronOak Wealth's AJG Position: Q2 2025 in Review

IronOak Wealth opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2025: 1,944 shares worth $622K. The stake represents 0.6% of the portfolio and ranks #55 among its holdings. This is a return to the name: IronOak Wealth previously reported a position in AJG as recently as Q4 2024.

IronOak Wealth first reported a position in AJG in Q4 2024 and has held it in 2 quarters since. 1,378 funds tracked by Wall St. Rank hold AJG as of Q2 2025.

  • IronOak Wealth held 1,944 shares of Arthur J. Gallagher & Co worth $622K as of Q2 2025.
  • Arthur J. Gallagher & Co was a new IronOak Wealth position in Q2 2025.
  • Arthur J. Gallagher & Co made up 0.6% of IronOak Wealth's portfolio in Q2 2025, its #55 holding.
  • IronOak Wealth first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 2 quarters since.
  • 1,378 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.