Mount Lucas Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Mount Lucas 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 Q1	–	Sell	-5,584	Closed	-$1.59M	–	150
2024 Q4	$1.59M	Sell	5,584 -284	-5%	-$82.6K	0.55%	43
2024 Q3	$1.65M	Sell	5,868 -4,425	-43%	-$1.25M	0.56%	44
2024 Q2	$2.67M	Sell	10,293 -97	-0.9%	-$24.1K	0.76%	29
2024 Q1	$2.6M	Sell	10,390 -829	-7%	-$199K	0.71%	45
2023 Q4	$2.52M	Buy	+11,219	New	+$2.66M	0.73%	46
2022 Q2	–	Sell	-13,563	Closed	-$2.37M	–	92
2022 Q1	$2.37M	Sell	13,563 -1,169	-8%	-$186K	0.69%	56
2021 Q4	$2.5M	Sell	14,732 -540	-4%	-$88.2K	0.71%	62
2021 Q3	$2.27M	Sell	15,272 -1,138	-7%	-$163K	0.69%	56
2021 Q2	$2.3M	Buy	+16,410	New	+$2.32M	0.61%	55
2018 Q1	–	Sell	-39,655	Closed	-$2.51M	–	89
2017 Q4	$2.51M	Sell	39,655 -1,898	-5%	-$121K	0.43%	80
2017 Q3	$2.56M	Sell	41,553 -2,669	-6%	-$157K	0.46%	76
2017 Q2	$2.53M	Buy	44,222 +389	+0.9%	+$22K	0.48%	65
2017 Q1	$2.48M	Buy	+43,833	New	+$2.42M	0.49%	51

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

Mount Lucas Management's AJG Position: Q1 2025 in Review

Mount Lucas Management sold out of Arthur J. Gallagher & Co (AJG) in Q1 2025, closing a stake of 5,584 shares — an estimated $1.59M sold.

Mount Lucas Management first reported a position in AJG in Q1 2017 and held it in 13 quarters. The position peaked at $2.67M in Q2 2024. 1,358 funds tracked by Wall St. Rank hold AJG as of Q1 2025.

Mount Lucas Management reported no remaining Arthur J. Gallagher & Co position as of Q1 2025 after selling out during the quarter.
Mount Lucas Management sold 5,584 Arthur J. Gallagher & Co shares in Q1 2025, an estimated $1.59M.
Mount Lucas Management first reported a position in Arthur J. Gallagher & Co in Q1 2017 and held it in 13 quarters.
Mount Lucas Management's Arthur J. Gallagher & Co position peaked at $2.67M in Q2 2024.
1,358 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2025.

Based on Mount Lucas Management's 13F filing for Q1 2025, filed 6 May 2025.