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

Litman Gregory 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	$518	Buy	+2	New	+$529	﹤0.01%	343

Other funds holding AJG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Litman Gregory Wealth Management's AJG Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Arthur J. Gallagher & Co (AJG) in Q4 2025: 2 shares worth $518. The stake represents ﹤0.01% of the portfolio and ranks #343 among its holdings.

1,298 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Litman Gregory Wealth Management held 2 shares of Arthur J. Gallagher & Co worth $518 as of Q4 2025.
Arthur J. Gallagher & Co was a new Litman Gregory Wealth Management position in Q4 2025.
Arthur J. Gallagher & Co made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #343 holding.
1,298 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.