Moisand Fitzgerald Tamayo’s Arthur J. Gallagher & Co AJG Stock Holding History

Moisand Fitzgerald Tamayo’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	-42	Closed	-$14.5K	–	584
2025 Q1	$14.5K	Hold	42	–	–	﹤0.01%	302
2024 Q4	$11.9K	Hold	42	–	–	﹤0.01%	323
2024 Q3	$11.8K	Hold	42	–	–	﹤0.01%	340
2024 Q2	$10.9K	Hold	42	–	–	﹤0.01%	306
2024 Q1	$10.5K	Hold	42	–	–	﹤0.01%	307
2023 Q4	$9.45K	Hold	42	–	–	﹤0.01%	340
2023 Q3	$9.57K	Hold	42	–	–	﹤0.01%	341
2023 Q2	$9.22K	Hold	42	–	–	﹤0.01%	329
2023 Q1	$8.04K	Hold	42	–	–	﹤0.01%	347
2022 Q4	$7.92K	Hold	42	–	–	﹤0.01%	345
2022 Q3	$7K	Hold	42	–	–	﹤0.01%	314
2022 Q2	$7K	Buy	+42	New	+$6.97K	﹤0.01%	291

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

Moisand Fitzgerald Tamayo's AJG Position: Q2 2025 in Review

Moisand Fitzgerald Tamayo sold out of Arthur J. Gallagher & Co (AJG) in Q2 2025, closing a stake of 42 shares — an estimated $14.5K sold.

Moisand Fitzgerald Tamayo first reported a position in AJG in Q2 2022 and held it in 12 quarters. The position peaked at $14.5K in Q1 2025. 1,378 funds tracked by Wall St. Rank hold AJG as of Q2 2025.

Moisand Fitzgerald Tamayo reported no remaining Arthur J. Gallagher & Co position as of Q2 2025 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 42 Arthur J. Gallagher & Co shares in Q2 2025, an estimated $14.5K.
Moisand Fitzgerald Tamayo first reported a position in Arthur J. Gallagher & Co in Q2 2022 and held it in 12 quarters.
Moisand Fitzgerald Tamayo's Arthur J. Gallagher & Co position peaked at $14.5K in Q1 2025.
1,378 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2025.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2025, filed 16 Jul 2025.