Marsico Capital Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Marsico Capital 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 Q3	–	Sell	-21,347	Closed	-$6.83M	–	77
2025 Q2	$6.83M	Sell	21,347 -3,362	-14%	-$1.11M	0.19%	56
2025 Q1	$8.53M	Buy	24,709 +14,463	+141%	+$4.57M	0.29%	45
2024 Q4	$2.91M	Sell	10,246 -8,701	-46%	-$2.53M	0.08%	61
2024 Q3	$5.33M	Buy	18,947 +7,500	+66%	+$2.12M	0.15%	54
2024 Q2	$2.97M	Buy	11,447 +8,701	+317%	+$2.16M	0.09%	53
2024 Q1	$687K	Sell	2,746 -11,976	-81%	-$2.88M	0.02%	67
2023 Q4	$3.31M	Buy	+14,722	New	+$3.49M	0.13%	61

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Marsico Capital Management's AJG Position: Q3 2025 in Review

Marsico Capital Management sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 21,347 shares — an estimated $6.83M sold.

Marsico Capital Management first reported a position in AJG in Q4 2023 and held it in 7 quarters. The position peaked at $8.53M in Q1 2025. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

Marsico Capital Management reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
Marsico Capital Management sold 21,347 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $6.83M.
Marsico Capital Management first reported a position in Arthur J. Gallagher & Co in Q4 2023 and held it in 7 quarters.
Marsico Capital Management's Arthur J. Gallagher & Co position peaked at $8.53M in Q1 2025.
1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Marsico Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.