Orion Capital Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Orion Capital 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 Q4	–	Sell	-7	Closed	-$2.17K	–	499
2025 Q3	$2.17K	Hold	7	–	–	﹤0.01%	480
2025 Q2	$2.24K	Hold	7	–	–	﹤0.01%	440
2025 Q1	$2.42K	Hold	7	–	–	﹤0.01%	433
2024 Q4	$1.99K	Buy	+7	New	+$2.04K	﹤0.01%	444
2024 Q3	–	Sell	-7	Closed	-$1.81K	–	150
2024 Q2	$1.81K	Hold	7	–	–	﹤0.01%	408
2024 Q1	$1.75K	Hold	7	–	–	﹤0.01%	464
2023 Q4	$1.57K	Hold	7	–	–	﹤0.01%	474
2023 Q3	$1.6K	Buy	+7	New	+$1.57K	﹤0.01%	464
2023 Q1	–	Sell	-283	Closed	-$53.4K	–	454
2022 Q4	$53.4K	Hold	283	–	–	0.04%	196
2022 Q3	$48K	Buy	+283	New	+$50.2K	0.04%	198

Other funds holding AJG

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Orion Capital Management's AJG Position: Q4 2025 in Review

Orion Capital Management sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 7 shares — an estimated $2.17K sold.

Orion Capital Management first reported a position in AJG in Q3 2022 and held it in 10 quarters. The position peaked at $53.4K in Q4 2022. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Orion Capital Management reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Orion Capital Management sold 7 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $2.17K.
Orion Capital Management first reported a position in Arthur J. Gallagher & Co in Q3 2022 and held it in 10 quarters.
Orion Capital Management's Arthur J. Gallagher & Co position peaked at $53.4K in Q4 2022.
1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Orion Capital Management's 13F filing for Q4 2025, filed 3 Feb 2026.