NWWA
AJG icon

New Wave Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

New Wave Wealth Advisors’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
-8
Closed -$2.27K – 152
2024
Q4 		$2.27K Buy
+8
New +$2.33K ﹤0.01% 532

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

New Wave Wealth Advisors's AJG Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q1 2025, closing a stake of 8 shares — an estimated $2.27K sold.

New Wave Wealth Advisors first reported a position in AJG in Q4 2024 and held it in 1 quarter. The position peaked at $2.27K in Q4 2024. 1,358 funds tracked by Wall St. Rank hold AJG as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Arthur J. Gallagher & Co position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 8 Arthur J. Gallagher & Co shares in Q1 2025, an estimated $2.27K.
  • New Wave Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Arthur J. Gallagher & Co position peaked at $2.27K in Q4 2024.
  • 1,358 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.