OFI Invest Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History

OFI Invest Asset Management’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 Q1	–	Sell	-152	Closed	-$41.7K	–	364
2024 Q4	$41.7K	Buy	+152	New	+$44.2K	﹤0.01%	316
2024 Q2	–	Sell	-138,292	Closed	-$32M	–	367
2024 Q1	$32M	Buy	138,292 +3,276	+2%	+$788K	0.87%	37
2023 Q4	$27.5M	Sell	135,016 -118,108	-47%	-$28M	0.92%	39
2023 Q3	$54.5M	Sell	253,124 -3,292	-1%	-$737K	1.96%	10
2023 Q2	$56.3M	Sell	256,416 -50,641,992	-99%	-$10.5B	2.24%	10
2023 Q1	$266M	Buy	+50,898,408	New	+$9.66B	1.38%	28

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

OFI Invest Asset Management's AJG Position: Q1 2025 in Review

OFI Invest Asset Management sold out of Arthur J. Gallagher & Co (AJG) in Q1 2025, closing a stake of 152 shares — an estimated $41.7K sold.

OFI Invest Asset Management first reported a position in AJG in Q1 2023 and held it in 6 quarters. The position peaked at $266M in Q1 2023. 1,358 funds tracked by Wall St. Rank hold AJG as of Q1 2025.

OFI Invest Asset Management reported no remaining Arthur J. Gallagher & Co position as of Q1 2025 after selling out during the quarter.
OFI Invest Asset Management sold 152 Arthur J. Gallagher & Co shares in Q1 2025, an estimated $41.7K.
OFI Invest Asset Management first reported a position in Arthur J. Gallagher & Co in Q1 2023 and held it in 6 quarters.
OFI Invest Asset Management's Arthur J. Gallagher & Co position peaked at $266M in Q1 2023.
1,358 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2025.

Based on OFI Invest Asset Management's 13F filing for Q1 2025, filed 9 May 2025.