My Personal CFO LLC’s Arthur J. Gallagher & Co AJG Stock Holding History

My Personal CFO LLC’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	-2,320	Closed	-$719K	–	95
2025 Q3	$719K	Buy	+2,320	New	+$699K	0.28%	48
2023 Q1	–	Sell	-7	Closed	-$1.32K	–	96
2022 Q4	$1.32K	Buy	+7	New	+$1.31K	﹤0.01%	589

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

My Personal CFO LLC's AJG Position: Q4 2025 in Review

My Personal CFO LLC sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 2,320 shares — an estimated $719K sold.

My Personal CFO LLC first reported a position in AJG in Q4 2022 and held it in 2 quarters. The position peaked at $719K in Q3 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

My Personal CFO LLC reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
My Personal CFO LLC sold 2,320 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $719K.
My Personal CFO LLC first reported a position in Arthur J. Gallagher & Co in Q4 2022 and held it in 2 quarters.
My Personal CFO LLC's Arthur J. Gallagher & Co position peaked at $719K in Q3 2025.
1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.