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Moran Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Moran Wealth 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
Q4 		– Sell
-1,184
Closed -$367K – 487
2025
Q3 		$367K Buy
1,184
+165
+16% +$49.7K 0.01% 440
2025
Q2 		$326K Buy
1,019
+229
+29% +$75.5K 0.01% 447
2025
Q1 		$273K Buy
790
+80
+11% +$25.3K 0.01% 408
2024
Q4 		$202K Buy
+710
New +$207K 0.01% 408

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Moran Wealth Management's AJG Position: Q4 2025 in Review

Moran Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 1,184 shares — an estimated $367K sold.

Moran Wealth Management first reported a position in AJG in Q4 2024 and held it in 4 quarters. The position peaked at $367K in Q3 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

  • Moran Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
  • Moran Wealth Management sold 1,184 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $367K.
  • Moran Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2024 and held it in 4 quarters.
  • Moran Wealth Management's Arthur J. Gallagher & Co position peaked at $367K in Q3 2025.
  • 1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Moran Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.