Regent Peak Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Regent Peak Wealth 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	-752	Closed	-$233K	–	193
2025 Q3	$233K	Buy	+752	New	+$227K	0.05%	169
2025 Q1	$257K	Sell	743 -8	-1%	-$2.53K	0.06%	135
2024 Q4	$213K	Buy	751 +14	+2%	+$4.07K	0.05%	155
2024 Q3	$207K	Buy	+737	New	+$208K	0.05%	167
2021 Q1	–	Sell	-618	Closed	-$76K	–	179
2020 Q4	$76K	Buy	+618	New	+$70.4K	0.03%	247

Other funds holding AJG

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Regent Peak Wealth Advisors's AJG Position: Q4 2025 in Review

Regent Peak Wealth Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 752 shares — an estimated $233K sold.

Regent Peak Wealth Advisors first reported a position in AJG in Q4 2020 and held it in 5 quarters. The position peaked at $257K in Q1 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Regent Peak Wealth Advisors reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Regent Peak Wealth Advisors sold 752 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $233K.
Regent Peak Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2020 and held it in 5 quarters.
Regent Peak Wealth Advisors's Arthur J. Gallagher & Co position peaked at $257K in Q1 2025.
1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Regent Peak Wealth Advisors's 13F filing for Q4 2025, filed 8 Jan 2026.