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Prossimo Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Prossimo Advisors’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
-1,080
Closed -$346K – 36
2025
Q2 		$346K Hold
1,080
– – 0.28% 89
2025
Q1 		$373K Hold
1,080
– – 0.28% 101
2024
Q4 		$307K Hold
1,080
– – 0.22% 115
2024
Q3 		$304K Hold
1,080
– – 0.22% 115
2024
Q2 		$280K Buy
+1,080
New +$268K 0.25% 109
2023
Q3 		– Sell
-1,290
Closed -$283K – 59
2023
Q2 		$283K Buy
+1,290
New +$268K 0.27% 98

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Prossimo Advisors's AJG Position: Q3 2025 in Review

Prossimo Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 1,080 shares — an estimated $346K sold.

Prossimo Advisors first reported a position in AJG in Q2 2023 and held it in 6 quarters. The position peaked at $373K in Q1 2025. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

  • Prossimo Advisors reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
  • Prossimo Advisors sold 1,080 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $346K.
  • Prossimo Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2023 and held it in 6 quarters.
  • Prossimo Advisors's Arthur J. Gallagher & Co position peaked at $373K in Q1 2025.
  • 1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Prossimo Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.