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Phoenix Financial’s Arthur J. Gallagher & Co AJG Stock Holding History

Phoenix Financial’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
Q3 		– Sell
-640
Closed -$205K – 464
2025
Q2 		$205K Buy
640
+20
+3% +$6.59K ﹤0.01% 403
2025
Q1 		$215K Buy
+620
New +$196K ﹤0.01% 340

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Phoenix Financial's AJG Position: Q3 2025 in Review

Phoenix Financial sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 640 shares — an estimated $205K sold.

Phoenix Financial first reported a position in AJG in Q1 2025 and held it in 2 quarters. The position peaked at $215K in Q1 2025. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

  • Phoenix Financial reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
  • Phoenix Financial sold 640 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $205K.
  • Phoenix Financial first reported a position in Arthur J. Gallagher & Co in Q1 2025 and held it in 2 quarters.
  • Phoenix Financial's Arthur J. Gallagher & Co position peaked at $215K in Q1 2025.
  • 1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Phoenix Financial's 13F filing for Q3 2025, filed 3 Nov 2025.