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Mattson Financial Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Mattson Financial Services’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
Q1 		– Sell
-10
Closed -$2.81K – 333
2024
Q4 		$2.81K Sell
10
-4,661
-100% -$1.36M ﹤0.01% 305
2024
Q3 		$1.21M Sell
4,671
-32
-0.7% -$9.03K 0.43% 82
2024
Q2 		$1.22M Buy
+4,703
New +$1.17M 0.43% 82

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Mattson Financial Services's AJG Position: Q1 2025 in Review

Mattson Financial Services sold out of Arthur J. Gallagher & Co (AJG) in Q1 2025, closing a stake of 10 shares — an estimated $2.81K sold.

Mattson Financial Services first reported a position in AJG in Q2 2024 and held it in 3 quarters. The position peaked at $1.22M in Q2 2024. 1,358 funds tracked by Wall St. Rank hold AJG as of Q1 2025.

  • Mattson Financial Services reported no remaining Arthur J. Gallagher & Co position as of Q1 2025 after selling out during the quarter.
  • Mattson Financial Services sold 10 Arthur J. Gallagher & Co shares in Q1 2025, an estimated $2.81K.
  • Mattson Financial Services first reported a position in Arthur J. Gallagher & Co in Q2 2024 and held it in 3 quarters.
  • Mattson Financial Services's Arthur J. Gallagher & Co position peaked at $1.22M in Q2 2024.
  • 1,358 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2025.

Based on Mattson Financial Services's 13F filing for Q1 2025, filed 22 May 2025.