Portside Wealth Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Portside Wealth Group’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	-1,049	Closed	-$325K	–	464
2025 Q3	$325K	Sell	1,049 -207	-16%	-$62.4K	0.04%	357
2025 Q2	$402K	Buy	1,256 +94	+8%	+$31K	0.06%	280
2025 Q1	$401K	Buy	1,162 +231	+25%	+$73K	0.07%	265
2024 Q4	$264K	Buy	931 +143	+18%	+$41.6K	0.04%	349
2024 Q3	$222K	Buy	+788	New	+$222K	0.04%	357

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 $3.38T AUM 44.17% 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

Portside Wealth Group's AJG Position: Q4 2025 in Review

Portside Wealth Group sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 1,049 shares — an estimated $325K sold.

Portside Wealth Group first reported a position in AJG in Q3 2024 and held it in 5 quarters. The position peaked at $402K in Q2 2025. 1,300 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Portside Wealth Group reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Portside Wealth Group sold 1,049 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $325K.
Portside Wealth Group first reported a position in Arthur J. Gallagher & Co in Q3 2024 and held it in 5 quarters.
Portside Wealth Group's Arthur J. Gallagher & Co position peaked at $402K in Q2 2025.
1,300 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Portside Wealth Group's 13F filing for Q4 2025, filed 21 Jan 2026.