Otter Creek Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Otter Creek 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
2025 Q2	–	Sell	-4,606	Closed	-$1.59M	–	43
2025 Q1	$1.59M	Sell	4,606 -14,052	-75%	-$4.44M	0.95%	41
2024 Q4	$5.3M	Buy	18,658 +1,458	+8%	+$424K	3.65%	5
2024 Q3	$4.84M	Sell	17,200 -1,300	-7%	-$367K	3.07%	18
2024 Q2	$4.8M	Hold	18,500	–	–	3.11%	13
2024 Q1	$4.63M	Buy	18,500 +6,000	+48%	+$1.44M	2.75%	9
2023 Q4	$2.81M	Buy	12,500 +2,000	+19%	+$474K	1.67%	27
2023 Q3	$2.39M	Sell	10,500 -4,000	-28%	-$895K	1.83%	25
2023 Q2	$3.18M	Sell	14,500 -1,700	-10%	-$354K	1.87%	22
2023 Q1	$3.1M	Buy	16,200 +1,000	+7%	+$190K	2.22%	18
2022 Q4	$2.87M	Sell	15,200 -7,470	-33%	-$1.4M	1.87%	33
2022 Q3	$3.88M	Buy	+22,670	New	+$4.02M	3.16%	10

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

Otter Creek Advisors's AJG Position: Q2 2025 in Review

Otter Creek Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q2 2025, closing a stake of 4,606 shares — an estimated $1.59M sold.

Otter Creek Advisors first reported a position in AJG in Q3 2022 and held it in 11 quarters. The position peaked at $5.3M in Q4 2024. 1,378 funds tracked by Wall St. Rank hold AJG as of Q2 2025.

Otter Creek Advisors reported no remaining Arthur J. Gallagher & Co position as of Q2 2025 after selling out during the quarter.
Otter Creek Advisors sold 4,606 Arthur J. Gallagher & Co shares in Q2 2025, an estimated $1.59M.
Otter Creek Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2022 and held it in 11 quarters.
Otter Creek Advisors's Arthur J. Gallagher & Co position peaked at $5.3M in Q4 2024.
1,378 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2025.

Based on Otter Creek Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.