Premier Path Wealth Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Premier Path Wealth 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 Q4	–	Sell	-649	Closed	-$201K	–	395
2025 Q3	$201K	Sell	649 -132	-17%	-$39.8K	0.03%	387
2025 Q2	$250K	Sell	781 -217	-22%	-$71.5K	0.03%	346
2025 Q1	$344K	Buy	+998	New	+$315K	0.05%	284

Other funds holding AJG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Premier Path Wealth Partners's AJG Position: Q4 2025 in Review

Premier Path Wealth Partners sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 649 shares — an estimated $201K sold.

Premier Path Wealth Partners first reported a position in AJG in Q1 2025 and held it in 3 quarters. The position peaked at $344K in Q1 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Premier Path Wealth Partners reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Premier Path Wealth Partners sold 649 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $201K.
Premier Path Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q1 2025 and held it in 3 quarters.
Premier Path Wealth Partners's Arthur J. Gallagher & Co position peaked at $344K in Q1 2025.
1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Premier Path Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.