Morton Capital Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Morton Capital 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	-762	Closed	-$236K	–	136
2025 Q3	$236K	Hold	762	–	–	0.04%	112
2025 Q2	$244K	Hold	762	–	–	0.04%	104
2025 Q1	$263K	Buy	762 +12	+2%	+$3.79K	0.05%	94
2024 Q4	$213K	Hold	750	–	–	0.04%	107
2024 Q3	$211K	Buy	+750	New	+$212K	0.04%	106

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

Norges Bank Oslo, Norway $935B AUM

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

Morton Capital Management's AJG Position: Q4 2025 in Review

Morton Capital Management sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 762 shares — an estimated $236K sold.

Morton Capital Management first reported a position in AJG in Q3 2024 and held it in 5 quarters. The position peaked at $263K in Q1 2025. 1,298 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Morton Capital Management reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Morton Capital Management sold 762 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $236K.
Morton Capital Management first reported a position in Arthur J. Gallagher & Co in Q3 2024 and held it in 5 quarters.
Morton Capital Management's Arthur J. Gallagher & Co position peaked at $263K in Q1 2025.
1,298 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Morton Capital Management's 13F filing for Q4 2025, filed 3 Feb 2026.