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

National Wealth Management Group’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	-1,604	Closed	-$497K	–	247
2025 Q3	$497K	Buy	+1,604	New	+$484K	0.19%	125
2025 Q2	–	Sell	-2,978	Closed	-$1.03M	–	159
2025 Q1	$1.03M	Sell	2,978 -207	-6%	-$65.4K	0.68%	30
2024 Q4	$904K	Buy	3,185 +1,631	+105%	+$475K	0.6%	38
2024 Q3	$437K	Buy	+1,554	New	+$438K	0.3%	82
2023 Q2	–	Sell	-1,810	Closed	-$396K	–	132
2023 Q1	$396K	Buy	+1,810	New	+$343K	0.45%	73

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

National Wealth Management Group's AJG Position: Q4 2025 in Review

National Wealth Management Group sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 1,604 shares — an estimated $497K sold.

National Wealth Management Group first reported a position in AJG in Q1 2023 and held it in 5 quarters. The position peaked at $1.03M in Q1 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

National Wealth Management Group reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
National Wealth Management Group sold 1,604 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $497K.
National Wealth Management Group first reported a position in Arthur J. Gallagher & Co in Q1 2023 and held it in 5 quarters.
National Wealth Management Group's Arthur J. Gallagher & Co position peaked at $1.03M in Q1 2025.
1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on National Wealth Management Group's 13F filing for Q4 2025, filed 12 Jan 2026.