Painted Porch Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Painted Porch 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 Q4	–	Sell	-74	Closed	-$22.9K	–	82
2025 Q3	$22.9K	Sell	74 -33	-31%	-$9.95K	0.01%	224
2025 Q2	$34.3K	Hold	107	–	–	0.01%	179
2025 Q1	$36.9K	Sell	107 -12	-10%	-$3.79K	0.02%	174
2024 Q4	$33.8K	Buy	119 +12	+11%	+$3.49K	0.02%	179
2024 Q3	$30.1K	Hold	107	–	–	0.02%	178
2024 Q2	$27.7K	Buy	+107	New	+$26.5K	0.02%	169

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

Painted Porch Advisors's AJG Position: Q4 2025 in Review

Painted Porch Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 74 shares — an estimated $22.9K sold.

Painted Porch Advisors first reported a position in AJG in Q2 2024 and held it in 6 quarters. The position peaked at $36.9K in Q1 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Painted Porch Advisors reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Painted Porch Advisors sold 74 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $22.9K.
Painted Porch Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2024 and held it in 6 quarters.
Painted Porch Advisors's Arthur J. Gallagher & Co position peaked at $36.9K in Q1 2025.
1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Painted Porch Advisors's 13F filing for Q4 2025, filed 19 Mar 2026.