IIC
AJG icon

Ironwood Investment Counsel’s Arthur J. Gallagher & Co AJG Stock Holding History

Ironwood Investment Counsel’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
-638
Closed -$204K – 263
2025
Q2 		$204K Buy
638
+6
+0.9% +$1.98K 0.03% 247
2025
Q1 		$218K Buy
+632
New +$200K 0.04% 224
2023
Q4 		– Sell
-1,100
Closed -$1.03M – 254
2023
Q3 		$1.03M Hold
1,100
– – 0.22% 103
2023
Q2 		$242K Hold
1,100
– – 0.05% 185
2023
Q1 		$210K Hold
1,100
– – 0.05% 197
2022
Q4 		$207K Buy
+1,100
New +$206K 0.05% 200
2022
Q1 		– Sell
-1,239
Closed -$210K – 213
2021
Q4 		$210K Buy
+1,239
New +$202K 0.05% 199
2021
Q1 		– Sell
-3,674
Closed -$454K – 201
2020
Q4 		$454K Buy
3,674
+1
+0% +$114 0.1% 141
2020
Q3 		$387K Buy
3,673
+2
+0.1% +$207 0.1% 131
2020
Q2 		$357K Buy
3,671
+2
+0.1% +$177 0.11% 133
2020
Q1 		$299K Buy
3,669
+2
+0.1% +$192 0.12% 125
2019
Q4 		$349K Buy
3,667
+2
+0.1% +$183 0.12% 123
2019
Q3 		$328K Sell
3,665
-61
-2% -$5.48K 0.12% 116
2019
Q2 		$326K Buy
3,726
+2
+0.1% +$167 0.12% 118
2019
Q1 		$290K Buy
3,724
+2
+0.1% +$154 0.11% 121
2018
Q4 		$274K Buy
3,722
+2
+0.1% +$149 0.12% 120
2018
Q3 		$276K Buy
3,720
+64
+2% +$4.59K 0.11% 127
2018
Q2 		$238K Buy
3,656
+2
+0.1% +$135 0.1% 127
2018
Q1 		$251K Buy
3,654
+2
+0.1% +$135 0.11% 118
2017
Q4 		$231K Sell
3,652
-398
-10% -$25.4K 0.09% 134
2017
Q3 		$249K Buy
4,050
+111
+3% +$6.53K 0.1% 128
2017
Q2 		$226K Buy
+3,939
New +$223K 0.09% 145

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ironwood Investment Counsel's AJG Position: Q3 2025 in Review

Ironwood Investment Counsel sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 638 shares — an estimated $204K sold.

Ironwood Investment Counsel first reported a position in AJG in Q2 2017 and held it in 22 quarters. The position peaked at $1.03M in Q3 2023. 1,340 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

  • Ironwood Investment Counsel reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
  • Ironwood Investment Counsel sold 638 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $204K.
  • Ironwood Investment Counsel first reported a position in Arthur J. Gallagher & Co in Q2 2017 and held it in 22 quarters.
  • Ironwood Investment Counsel's Arthur J. Gallagher & Co position peaked at $1.03M in Q3 2023.
  • 1,340 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Ironwood Investment Counsel's 13F filing for Q3 2025, filed 5 Nov 2025.