Plan A Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

Plan A Wealth’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	-2,486	Closed	-$706K	–	121
2024 Q4	$706K	Buy	+2,486	New	+$723K	0.65%	35

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

Plan A Wealth's AJG Position: Q1 2025 in Review

Plan A Wealth sold out of Arthur J. Gallagher & Co (AJG) in Q1 2025, closing a stake of 2,486 shares — an estimated $706K sold.

Plan A Wealth first reported a position in AJG in Q4 2024 and held it in 1 quarter. The position peaked at $706K in Q4 2024. 1,358 funds tracked by Wall St. Rank hold AJG as of Q1 2025.

Plan A Wealth reported no remaining Arthur J. Gallagher & Co position as of Q1 2025 after selling out during the quarter.
Plan A Wealth sold 2,486 Arthur J. Gallagher & Co shares in Q1 2025, an estimated $706K.
Plan A Wealth first reported a position in Arthur J. Gallagher & Co in Q4 2024 and held it in 1 quarter.
Plan A Wealth's Arthur J. Gallagher & Co position peaked at $706K in Q4 2024.
1,358 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2025.

Based on Plan A Wealth's 13F filing for Q1 2025, filed 6 Nov 2025.