KCPG
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Kavar Capital Partners Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Kavar Capital Partners Group’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
Q1 		– Sell
-789
Closed -$224K – 178
2024
Q4 		$224K Buy
+789
New +$230K 0.04% 161

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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

Kavar Capital Partners Group's AJG Position: Q1 2025 in Review

Kavar Capital Partners Group sold out of Arthur J. Gallagher & Co (AJG) in Q1 2025, closing a stake of 789 shares — an estimated $224K sold.

Kavar Capital Partners Group first reported a position in AJG in Q4 2024 and held it in 1 quarter. The position peaked at $224K in Q4 2024. 1,358 funds tracked by Wall St. Rank hold AJG as of Q1 2025.

  • Kavar Capital Partners Group reported no remaining Arthur J. Gallagher & Co position as of Q1 2025 after selling out during the quarter.
  • Kavar Capital Partners Group sold 789 Arthur J. Gallagher & Co shares in Q1 2025, an estimated $224K.
  • Kavar Capital Partners Group first reported a position in Arthur J. Gallagher & Co in Q4 2024 and held it in 1 quarter.
  • Kavar Capital Partners Group's Arthur J. Gallagher & Co position peaked at $224K in Q4 2024.
  • 1,358 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2025.

Based on Kavar Capital Partners Group's 13F filing for Q1 2025, filed 23 Apr 2025.