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Klingman & Associates’s Arthur J. Gallagher & Co AJG Stock Holding History

Klingman & Associates’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
-891
Closed -$285K – 320
2025
Q2 		$285K Buy
+891
New +$294K 0.02% 253

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 $5.72T AUM 30.48% 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
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

Klingman & Associates's AJG Position: Q3 2025 in Review

Klingman & Associates sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 891 shares — an estimated $285K sold.

Klingman & Associates first reported a position in AJG in Q2 2025 and held it in 1 quarter. The position peaked at $285K in Q2 2025. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

  • Klingman & Associates reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
  • Klingman & Associates sold 891 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $285K.
  • Klingman & Associates first reported a position in Arthur J. Gallagher & Co in Q2 2025 and held it in 1 quarter.
  • Klingman & Associates's Arthur J. Gallagher & Co position peaked at $285K in Q2 2025.
  • 1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Klingman & Associates's 13F filing for Q3 2025, filed 27 Oct 2025.