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

Proficio Capital 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
Q3 		– Sell
-1,584
Closed -$507K – 228
2025
Q2 		$507K Buy
1,584
+538
+51% +$177K 0.03% 244
2025
Q1 		$361K Buy
1,046
+98
+10% +$31K 0.03% 261
2024
Q4 		$269K Buy
948
+156
+20% +$45.4K 0.02% 284
2024
Q3 		$223K Sell
792
-64
-7% -$18K 0.02% 259
2024
Q2 		$222K Buy
856
+27
+3% +$6.7K 0.02% 297
2024
Q1 		$207K Buy
+829
New +$199K 0.02% 317
2019
Q3 		– Sell
-188
Closed -$16K – 173
2019
Q2 		$16K Sell
188
-40
-18% -$3.34K 0.01% 763
2019
Q1 		$18K Sell
228
-242
-51% -$18.6K 0.01% 685
2018
Q4 		$35K Sell
470
-66
-12% -$4.93K 0.02% 383
2018
Q3 		$40K Sell
536
-86
-14% -$6.17K 0.01% 402
2018
Q2 		$41K Buy
622
+45
+8% +$3.05K 0.02% 404
2018
Q1 		$40K Hold
577
– – 0.01% 403
2017
Q4 		$37K Sell
577
-37
-6% -$2.36K 0.01% 417
2017
Q3 		$38K Hold
614
– – 0.02% 440
2017
Q2 		$36K Sell
614
-9
-1% -$509 0.02% 456
2017
Q1 		$35K Buy
623
+55
+10% +$3.03K 0.02% 464
2016
Q4 		$30K Hold
568
– – 0.01% 356
2016
Q3 		$29K Hold
568
– – 0.02% 363
2016
Q2 		$28K Buy
568
+196
+53% +$9.09K 0.02% 367
2016
Q1 		$17K Buy
+372
New +$14.8K 0.01% 342

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 $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Proficio Capital Partners's AJG Position: Q3 2025 in Review

Proficio Capital Partners sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 1,584 shares — an estimated $507K sold.

Proficio Capital Partners first reported a position in AJG in Q1 2016 and held it in 20 quarters. The position peaked at $507K in Q2 2025. 1,342 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

  • Proficio Capital Partners reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
  • Proficio Capital Partners sold 1,584 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $507K.
  • Proficio Capital Partners first reported a position in Arthur J. Gallagher & Co in Q1 2016 and held it in 20 quarters.
  • Proficio Capital Partners's Arthur J. Gallagher & Co position peaked at $507K in Q2 2025.
  • 1,342 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Proficio Capital Partners's 13F filing for Q3 2025, filed 12 Nov 2025.