Relyea Zuckerberg Hanson’s Arthur J. Gallagher & Co AJG Stock Holding History

Relyea Zuckerberg Hanson’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	-686	Closed	-$212K	–	263
2025 Q3	$212K	Sell	686 -15	-2%	-$4.52K	0.02%	257
2025 Q2	$224K	Buy	701 +10	+1%	+$3.3K	0.03%	242
2025 Q1	$239K	Buy	+691	New	+$218K	0.03%	235

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 $3.38T AUM 44.17% 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

Relyea Zuckerberg Hanson's AJG Position: Q4 2025 in Review

Relyea Zuckerberg Hanson sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 686 shares — an estimated $212K sold.

Relyea Zuckerberg Hanson first reported a position in AJG in Q1 2025 and held it in 3 quarters. The position peaked at $239K in Q1 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Relyea Zuckerberg Hanson reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Relyea Zuckerberg Hanson sold 686 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $212K.
Relyea Zuckerberg Hanson first reported a position in Arthur J. Gallagher & Co in Q1 2025 and held it in 3 quarters.
Relyea Zuckerberg Hanson's Arthur J. Gallagher & Co position peaked at $239K in Q1 2025.
1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Relyea Zuckerberg Hanson's 13F filing for Q4 2025, filed 20 Jan 2026.