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J.W. Coons Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

J.W. Coons 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
Q2 		$416K Hold
1,300
– – 0.09% 177
2025
Q1 		$449K Sell
1,300
-100
-7% -$31.6K 0.12% 156
2024
Q4 		$397K Sell
1,400
-705
-33% -$205K 0.1% 170
2024
Q3 		$592K Sell
2,105
-295
-12% -$83.2K 0.15% 134
2024
Q2 		$622K Sell
2,400
-545
-19% -$135K 0.15% 125
2024
Q1 		$736K Sell
2,945
-1,748
-37% -$420K 0.17% 116
2023
Q4 		$1.06M Sell
4,693
-5
-0.1% -$1.18K 0.29% 88
2023
Q3 		$1.07M Buy
4,698
+75
+2% +$16.8K 0.31% 81
2023
Q2 		$1.02M Hold
4,623
– – 0.28% 87
2023
Q1 		$884K Sell
4,623
-5
-0.1% -$949 0.25% 91
2022
Q4 		$873K Sell
4,628
-147
-3% -$27.5K 0.26% 94
2022
Q3 		$818K Buy
4,775
+697
+17% +$124K 0.31% 89
2022
Q2 		$663K Sell
4,078
-912
-18% -$151K 0.23% 115
2022
Q1 		$868K Buy
4,990
+785
+19% +$125K 0.26% 102
2021
Q4 		$714K Sell
4,205
-580
-12% -$94.8K 0.22% 115
2021
Q3 		$711K Buy
4,785
+453
+10% +$64.8K 0.24% 103
2021
Q2 		$606K Sell
4,332
-24
-0.6% -$3.39K 0.21% 123
2021
Q1 		$541K Buy
4,356
+685
+19% +$82.7K 0.19% 131
2020
Q4 		$453K Sell
3,671
-274
-7% -$31.2K 0.17% 134
2020
Q3 		$419K Sell
3,945
-1,705
-30% -$177K 0.17% 133
2020
Q2 		$550K Buy
5,650
+1,551
+38% +$137K 0.24% 107
2020
Q1 		$333K Buy
+4,099
New +$393K 0.17% 140

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

J.W. Coons Advisors's AJG Position: Q2 2025 in Review

J.W. Coons Advisors held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2025 at 1,300 shares worth $416K. The position accounts for 0.09% of the portfolio, ranked #177.

J.W. Coons Advisors first reported a position in AJG in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.07M in Q3 2023. 1,378 funds tracked by Wall St. Rank hold AJG as of Q2 2025.

  • J.W. Coons Advisors held 1,300 shares of Arthur J. Gallagher & Co worth $416K as of Q2 2025.
  • J.W. Coons Advisors left its Arthur J. Gallagher & Co share count unchanged in Q2 2025.
  • Arthur J. Gallagher & Co made up 0.09% of J.W. Coons Advisors's portfolio in Q2 2025, its #177 holding.
  • J.W. Coons Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2020 and has held it in 22 quarters since.
  • J.W. Coons Advisors's Arthur J. Gallagher & Co position peaked at $1.07M in Q3 2023.
  • 1,378 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.