Oak Thistle LLC’s Arthur J. Gallagher & Co AJG Stock Holding History

Oak Thistle LLC’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	-5,226	Closed	-$1.67M	–	456
2025 Q2	$1.67M	Buy	+5,226	New	+$1.72M	0.25%	144
2024 Q4	–	Sell	-5,619	Closed	-$1.58M	–	404
2024 Q3	$1.58M	Buy	+5,619	New	+$1.58M	0.51%	34
2024 Q1	–	Sell	-7,847	Closed	-$1.76M	–	293
2023 Q4	$1.76M	Buy	7,847 +2,440	+45%	+$578K	0.51%	32
2023 Q3	$1.23M	Buy	+5,407	New	+$1.21M	0.36%	75
2023 Q1	–	Sell	-1,826	Closed	-$344K	–	367
2022 Q4	$344K	Buy	+1,826	New	+$342K	0.74%	46

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 Thistle LLC's AJG Position: Q3 2025 in Review

Oak Thistle LLC sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 5,226 shares — an estimated $1.67M sold.

Oak Thistle LLC first reported a position in AJG in Q4 2022 and held it in 5 quarters. The position peaked at $1.76M in Q4 2023. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

Oak Thistle LLC reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
Oak Thistle LLC sold 5,226 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $1.67M.
Oak Thistle LLC first reported a position in Arthur J. Gallagher & Co in Q4 2022 and held it in 5 quarters.
Oak Thistle LLC's Arthur J. Gallagher & Co position peaked at $1.76M in Q4 2023.
1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Oak Thistle LLC's 13F filing for Q3 2025, filed 7 Oct 2025.