Oak Hill Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Oak Hill 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 Q3	$359K	Hold	1,159	–	–	0.07%	115
2025 Q2	$364K	Hold	1,159	–	–	0.08%	110
2025 Q1	$400K	Hold	1,159	–	–	0.09%	95
2024 Q4	$329K	Buy	+1,159	New	+$337K	0.08%	105
2024 Q3	–	Sell	-1,159	Closed	-$327K	–	123
2024 Q2	$301K	Buy	+1,159	New	+$288K	0.09%	85
2024 Q1	–	Sell	-1,159	Closed	-$279K	–	115
2023 Q4	$261K	Hold	1,159	–	–	0.09%	91
2023 Q3	$264K	Hold	1,159	–	–	0.1%	86
2023 Q2	$255K	Sell	1,159 -100	-8%	-$20.8K	0.09%	92
2023 Q1	$241K	Hold	1,259	–	–	0.1%	94
2022 Q4	$237K	Buy	+1,259	New	+$235K	0.1%	93

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Oak Hill Wealth Advisors's AJG Position: Q3 2025 in Review

Oak Hill Wealth Advisors held its Arthur J. Gallagher & Co (AJG) position steady in Q3 2025 at 1,159 shares worth $359K. The position accounts for 0.07% of the portfolio, ranked #115.

Oak Hill Wealth Advisors first reported a position in AJG in Q4 2022 and has held it in 10 quarters since. The position peaked at $400K in Q1 2025. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

Oak Hill Wealth Advisors held 1,159 shares of Arthur J. Gallagher & Co worth $359K as of Q3 2025.
Oak Hill Wealth Advisors left its Arthur J. Gallagher & Co share count unchanged in Q3 2025.
Arthur J. Gallagher & Co made up 0.07% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #115 holding.
Oak Hill Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2022 and has held it in 10 quarters since.
Oak Hill Wealth Advisors's Arthur J. Gallagher & Co position peaked at $400K in Q1 2025.
1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.