MBB Public Markets’s Arthur J. Gallagher & Co AJG Stock Holding History

MBB Public Markets’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	-782	Closed	-$250K	–	57
2025 Q2	$250K	Sell	782 -175	-18%	-$57.7K	0.02%	357
2025 Q1	$330K	Buy	+957	New	+$302K	0.04%	107
2024 Q4	–	Sell	-1,170	Closed	-$329K	–	102
2024 Q3	$329K	Sell	1,170 -14,042	-92%	-$3.96M	0.02%	310
2024 Q2	$3.94M	Buy	15,212 +13,945	+1,101%	+$3.46M	0.08%	204
2024 Q1	$317K	Buy	+1,267	New	+$305K	0.02%	203
2022 Q1	–	Sell	-2,042	Closed	-$346K	–	97
2021 Q4	$346K	Buy	+2,042	New	+$334K	0.01%	315

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

MBB Public Markets's AJG Position: Q3 2025 in Review

MBB Public Markets sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 782 shares — an estimated $250K sold.

MBB Public Markets first reported a position in AJG in Q4 2021 and held it in 6 quarters. The position peaked at $3.94M in Q2 2024. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

MBB Public Markets reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
MBB Public Markets sold 782 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $250K.
MBB Public Markets first reported a position in Arthur J. Gallagher & Co in Q4 2021 and held it in 6 quarters.
MBB Public Markets's Arthur J. Gallagher & Co position peaked at $3.94M in Q2 2024.
1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on MBB Public Markets's 13F filing for Q3 2025, filed 14 Nov 2025.