NCFG
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New Century Financial Group’s Arthur J. Gallagher & Co AJG Stock Holding History

New Century Financial 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
Q3 		– Sell
-1,308
Closed -$419K – 66
2025
Q2 		$419K Buy
1,308
+161
+14% +$53.1K 0.49% 54
2025
Q1 		$396K Sell
1,147
-1,984
-63% -$627K 0.46% 73
2024
Q4 		$878K Sell
3,131
-446
-12% -$130K 0.37% 69
2024
Q3 		$1.01M Buy
3,577
+194
+6% +$54.7K 0.37% 72
2024
Q2 		$877K Buy
3,383
+1,698
+101% +$421K 0.37% 75
2024
Q1 		$421K Buy
1,685
+484
+40% +$116K 0.29% 107
2023
Q4 		$270K Buy
+1,201
New +$284K 0.23% 126

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 $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

New Century Financial Group's AJG Position: Q3 2025 in Review

New Century Financial Group sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 1,308 shares — an estimated $419K sold.

New Century Financial Group first reported a position in AJG in Q4 2023 and held it in 7 quarters. The position peaked at $1.01M in Q3 2024. 1,340 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

  • New Century Financial Group reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
  • New Century Financial Group sold 1,308 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $419K.
  • New Century Financial Group first reported a position in Arthur J. Gallagher & Co in Q4 2023 and held it in 7 quarters.
  • New Century Financial Group's Arthur J. Gallagher & Co position peaked at $1.01M in Q3 2024.
  • 1,340 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on New Century Financial Group's 13F filing for Q3 2025, filed 22 Oct 2025.