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

Marvin & Palmer 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 Q2	–	Sell	-9,066	Closed	-$3.13M	–	34
2025 Q1	$3.13M	Buy	+9,066	New	+$2.86M	4.67%	10
2023 Q1	–	Sell	-51,443	Closed	-$9.7M	–	26
2022 Q4	$9.7M	Sell	51,443 -932	-2%	-$174K	5.1%	7
2022 Q3	$8.97M	Buy	52,375 +6,875	+15%	+$1.22M	5.5%	5
2022 Q2	$7.42M	Buy	+45,500	New	+$7.55M	3.82%	20

Other funds holding AJG

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Marvin & Palmer Associates's AJG Position: Q2 2025 in Review

Marvin & Palmer Associates sold out of Arthur J. Gallagher & Co (AJG) in Q2 2025, closing a stake of 9,066 shares — an estimated $3.13M sold.

Marvin & Palmer Associates first reported a position in AJG in Q2 2022 and held it in 4 quarters. The position peaked at $9.7M in Q4 2022. 1,378 funds tracked by Wall St. Rank hold AJG as of Q2 2025.

Marvin & Palmer Associates reported no remaining Arthur J. Gallagher & Co position as of Q2 2025 after selling out during the quarter.
Marvin & Palmer Associates sold 9,066 Arthur J. Gallagher & Co shares in Q2 2025, an estimated $3.13M.
Marvin & Palmer Associates first reported a position in Arthur J. Gallagher & Co in Q2 2022 and held it in 4 quarters.
Marvin & Palmer Associates's Arthur J. Gallagher & Co position peaked at $9.7M in Q4 2022.
1,378 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2025.

Based on Marvin & Palmer Associates's 13F filing for Q2 2025, filed 12 Aug 2025.