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

Prudent Man 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
Q4 		– Sell
-2,845
Closed -$881K – 136
2025
Q3 		$881K Sell
2,845
-363
-11% -$109K 0.32% 65
2025
Q2 		$1.03M Buy
3,208
+818
+34% +$270K 0.33% 74
2025
Q1 		$825K Buy
2,390
+72
+3% +$22.7K 0.3% 78
2024
Q4 		$658K Sell
2,318
-101
-4% -$29.4K 0.24% 94
2024
Q3 		$681K Sell
2,419
-822
-25% -$232K 0.23% 107
2024
Q2 		$840K Sell
3,241
-3
-0.1% -$744 0.3% 80
2024
Q1 		$811K Sell
3,244
-79
-2% -$19K 0.3% 78
2023
Q4 		$747K Sell
3,323
-83
-2% -$19.7K 0.28% 79
2023
Q3 		$776K Sell
3,406
-173
-5% -$38.7K 0.31% 72
2023
Q2 		$786K Sell
3,579
-63
-2% -$13.1K 0.3% 71
2023
Q1 		$697K Sell
3,642
-6
-0.2% -$1.14K 0.27% 81
2022
Q4 		$688K Buy
3,648
+97
+3% +$18.1K 0.28% 80
2022
Q3 		$608K Buy
3,551
+13
+0.4% +$2.31K 0.29% 77
2022
Q2 		$577K Sell
3,538
-12
-0.3% -$1.99K 0.27% 81
2022
Q1 		$620K Sell
3,550
-86
-2% -$13.7K 0.25% 83
2021
Q4 		$617K Buy
3,636
+11
+0.3% +$1.8K 0.23% 86
2021
Q3 		$539K Buy
3,625
+14
+0.4% +$2K 0.2% 94
2021
Q2 		$506K Buy
+3,611
New +$510K 0.2% 95

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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

Prudent Man Advisors's AJG Position: Q4 2025 in Review

Prudent Man Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 2,845 shares — an estimated $881K sold.

Prudent Man Advisors first reported a position in AJG in Q2 2021 and held it in 18 quarters. The position peaked at $1.03M in Q2 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

  • Prudent Man Advisors reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
  • Prudent Man Advisors sold 2,845 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $881K.
  • Prudent Man Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2021 and held it in 18 quarters.
  • Prudent Man Advisors's Arthur J. Gallagher & Co position peaked at $1.03M in Q2 2025.
  • 1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Prudent Man Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.