PDT Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

PDT Partners’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	-12,550	Closed	-$3.56M	–	734
2024 Q4	$3.56M	Hold	12,550	–	–	0.32%	100
2024 Q3	$3.53M	Sell	12,550 -15	-0.1%	-$4.23K	0.31%	81
2024 Q2	$3.26M	Buy	12,565 +14	+0.1%	+$3.47K	0.31%	94
2024 Q1	$3.14M	Buy	+12,551	New	+$3.02M	0.3%	106
2020 Q4	–	Sell	-14,217	Closed	-$1.5M	–	679
2020 Q3	$1.5M	Buy	+14,217	New	+$1.47M	0.1%	251
2015 Q4	–	Sell	-23,366	Closed	-$965K	–	409
2015 Q3	$965K	Sell	23,366 -65,944	-74%	-$2.99M	0.02%	727
2015 Q2	$4.22M	Sell	89,310 -19,608	-18%	-$944K	0.11%	232
2015 Q1	$5.09M	Buy	108,918 +6,626	+6%	+$309K	0.13%	194
2014 Q4	$4.82M	Buy	+102,292	New	+$4.8M	0.46%	48
2013 Q4	–	Sell	-47,101	Closed	-$2.06M	–	633
2013 Q3	$2.06M	Buy	47,101 +31,097	+194%	+$1.37M	0.06%	476
2013 Q2	$699K	Buy	+16,004	New	+$693K	0.02%	943

Other funds holding AJG

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

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

Norges Bank Oslo, Norway $1T AUM

PDT Partners's AJG Position: Q1 2025 in Review

PDT Partners sold out of Arthur J. Gallagher & Co (AJG) in Q1 2025, closing a stake of 12,550 shares — an estimated $3.56M sold.

PDT Partners first reported a position in AJG in Q2 2013 and held it in 11 quarters. The position peaked at $5.09M in Q1 2015. 1,362 funds tracked by Wall St. Rank hold AJG as of Q1 2025.

PDT Partners reported no remaining Arthur J. Gallagher & Co position as of Q1 2025 after selling out during the quarter.
PDT Partners sold 12,550 Arthur J. Gallagher & Co shares in Q1 2025, an estimated $3.56M.
PDT Partners first reported a position in Arthur J. Gallagher & Co in Q2 2013 and held it in 11 quarters.
PDT Partners's Arthur J. Gallagher & Co position peaked at $5.09M in Q1 2015.
1,362 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2025.

Based on PDT Partners's 13F filing for Q1 2025, filed 15 May 2025.