Nicolet Advisory Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Nicolet Advisory Services’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	$411K	Sell	1,551 -13	-0.8%	-$3.44K	0.03%	265
2025 Q3	$485K	Buy	1,564 +96	+7%	+$28.9K	0.04%	231
2025 Q2	$417K	Buy	1,468 +137	+10%	+$45.2K	0.04%	243
2025 Q1	$434K	Buy	1,331 +148	+13%	+$46.7K	0.04%	214
2024 Q4	$340K	Buy	1,183 +186	+19%	+$54.1K	0.03%	266
2024 Q3	$285K	Buy	997 +75	+8%	+$21.2K	0.03%	299
2024 Q2	$247K	Buy	+922	New	+$229K	0.02%	312

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

Nicolet Advisory Services's AJG Position: Q4 2025 in Review

Nicolet Advisory Services reduced its Arthur J. Gallagher & Co (AJG) stake by 0.83% in Q4 2025, selling an estimated $3.44K and leaving 1,551 shares worth $411K. The position accounts for 0.03% of the portfolio, ranked #265.

Nicolet Advisory Services first reported a position in AJG in Q2 2024 and has held it in 7 quarters since. The position peaked at $485K in Q3 2025. 1,298 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Nicolet Advisory Services held 1,551 shares of Arthur J. Gallagher & Co worth $411K as of Q4 2025.
Nicolet Advisory Services sold 13 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $3.44K.
Arthur J. Gallagher & Co made up 0.03% of Nicolet Advisory Services's portfolio in Q4 2025, its #265 holding.
Nicolet Advisory Services first reported a position in Arthur J. Gallagher & Co in Q2 2024 and has held it in 7 quarters since.
Nicolet Advisory Services's Arthur J. Gallagher & Co position peaked at $485K in Q3 2025.
1,298 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.