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Prosperity Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Prosperity Wealth Management’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 		$954K Buy
3,687
+2,524
+217% +$668K 0.32% 69
2025
Q3 		$360K Buy
+1,163
New +$351K 0.12% 166
2024
Q3 		– Sell
-2,286
Closed -$593K – 195
2024
Q2 		$593K Sell
2,286
-45
-2% -$11.2K 0.29% 70
2024
Q1 		$583K Buy
+2,331
New +$560K 0.28% 61

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Prosperity Wealth Management's AJG Position: Q4 2025 in Review

Prosperity Wealth Management increased its Arthur J. Gallagher & Co (AJG) stake by 217% in Q4 2025, buying an estimated $668K and bringing the position to 3,687 shares worth $954K. The position accounts for 0.32% of the portfolio, ranked #69.

Prosperity Wealth Management first reported a position in AJG in Q1 2024 and has held it in 4 quarters since. 1,298 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

  • Prosperity Wealth Management held 3,687 shares of Arthur J. Gallagher & Co worth $954K as of Q4 2025.
  • Prosperity Wealth Management bought 2,524 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $668K.
  • Arthur J. Gallagher & Co made up 0.32% of Prosperity Wealth Management's portfolio in Q4 2025, its #69 holding.
  • Prosperity Wealth Management first reported a position in Arthur J. Gallagher & Co in Q1 2024 and has held it in 4 quarters since.
  • 1,298 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.