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NewSquare Capital’s Arthur J. Gallagher & Co AJG Stock Holding History

NewSquare Capital’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
-2,839
Closed -$909K – 217
2025
Q2 		$909K Sell
2,839
-45
-2% -$14.8K 0.07% 129
2025
Q1 		$996K Buy
2,884
+77
+3% +$24.3K 0.08% 125
2024
Q4 		$797K Buy
+2,807
New +$817K 0.06% 133
2023
Q4 		– Sell
-6
Closed -$1.37K – 496
2023
Q3 		$1.37K Buy
+6
New +$1.34K ﹤0.01% 475
2019
Q1 		– Sell
-3,410
Closed -$251K – 327
2018
Q4 		$251K Buy
+3,410
New +$255K 0.05% 98

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

NewSquare Capital's AJG Position: Q3 2025 in Review

NewSquare Capital sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 2,839 shares — an estimated $909K sold.

NewSquare Capital first reported a position in AJG in Q4 2018 and held it in 5 quarters. The position peaked at $996K in Q1 2025. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

  • NewSquare Capital reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 2,839 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $909K.
  • NewSquare Capital first reported a position in Arthur J. Gallagher & Co in Q4 2018 and held it in 5 quarters.
  • NewSquare Capital's Arthur J. Gallagher & Co position peaked at $996K in Q1 2025.
  • 1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.