Orion Portfolio Solutions’s Arthur J. Gallagher & Co AJG Stock Holding History

Orion Portfolio Solutions’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	$4.44M	Buy	12,855 +511	+4%	+$161K	0.04%	381
2024 Q4	$3.5M	Buy	12,344 +94	+0.8%	+$27.4K	0.03%	438
2024 Q3	$3.45M	Buy	12,250 +543	+5%	+$153K	0.03%	448
2024 Q2	$3.04M	Buy	11,707 +401	+4%	+$99.5K	0.03%	471
2024 Q1	$2.83M	Buy	11,306 +1,575	+16%	+$379K	0.03%	509
2023 Q4	$2.23M	Buy	9,731 +483	+5%	+$114K	0.03%	576
2023 Q3	$2.11M	Buy	9,248 +1,342	+17%	+$300K	0.03%	591
2023 Q2	$1.74M	Buy	7,906 +4,122	+109%	+$858K	0.02%	721
2023 Q1	$724K	Buy	+3,784	New	+$718K	0.01%	1011
2020 Q3	–	Sell	-321	Closed	-$31K	–	477
2020 Q2	$31K	Buy	321 +19	+6%	+$1.68K	﹤0.01%	820
2020 Q1	$25K	Buy	302 +9	+3%	+$862	﹤0.01%	769
2019 Q4	$28K	Buy	+293	New	+$26.8K	﹤0.01%	688

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

Orion Portfolio Solutions's AJG Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Arthur J. Gallagher & Co (AJG) stake by 4.1% in Q1 2025, buying an estimated $161K and bringing the position to 12,855 shares worth $4.44M. The position accounts for 0.04% of the portfolio, ranked #381.

Orion Portfolio Solutions first reported a position in AJG in Q4 2019 and has held it in 12 quarters since. 1,358 funds tracked by Wall St. Rank hold AJG as of Q1 2025.

Orion Portfolio Solutions held 12,855 shares of Arthur J. Gallagher & Co worth $4.44M as of Q1 2025.
Orion Portfolio Solutions bought 511 Arthur J. Gallagher & Co shares in Q1 2025, an estimated $161K.
Arthur J. Gallagher & Co made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #381 holding.
Orion Portfolio Solutions first reported a position in Arthur J. Gallagher & Co in Q4 2019 and has held it in 12 quarters since.
1,358 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.