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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
2024
Q4 		– Sell
-1,159
Closed -$326K – 141
2024
Q3 		$326K Buy
+1,159
New +$327K 0.08% 87
2024
Q2 		– Sell
-1,159
Closed -$290K – 122
2024
Q1 		$290K Buy
+1,159
New +$279K 0.09% 88

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

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.