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

KW Wealth Management’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 Q4	–	Sell	-829	Closed	-$257K	–	84
2025 Q3	$257K	Buy	+829	New	+$250K	0.44%	56

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

KW Wealth Management's AJG Position: Q4 2025 in Review

KW Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 829 shares — an estimated $257K sold.

KW Wealth Management first reported a position in AJG in Q3 2025 and held it in 1 quarter. The position peaked at $257K in Q3 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

KW Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
KW Wealth Management sold 829 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $257K.
KW Wealth Management first reported a position in Arthur J. Gallagher & Co in Q3 2025 and held it in 1 quarter.
KW Wealth Management's Arthur J. Gallagher & Co position peaked at $257K in Q3 2025.
1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on KW Wealth Management's 13F filing for Q4 2025, filed 25 Feb 2026.