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

Rise 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	-157	Closed	-$48.6K	–	142
2025 Q3	$48.6K	Buy	157 +4	+3%	+$1.21K	0.02%	257
2025 Q2	$48.8K	Buy	153 +1	+0.7%	+$330	0.02%	241
2025 Q1	$52.6K	Buy	152 +39	+35%	+$12.3K	0.02%	219
2024 Q4	$32.1K	Hold	113	–	–	0.02%	364
2024 Q3	$31.7K	Hold	113	–	–	0.02%	389
2024 Q2	$29.2K	Buy	113 +1	+0.9%	+$248	0.02%	399
2024 Q1	$28.1K	Buy	+112	New	+$26.9K	0.02%	416

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

Rise Advisors's AJG Position: Q4 2025 in Review

Rise Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 157 shares — an estimated $48.6K sold.

Rise Advisors first reported a position in AJG in Q1 2024 and held it in 7 quarters. The position peaked at $52.6K in Q1 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Rise Advisors reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 157 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $48.6K.
Rise Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2024 and held it in 7 quarters.
Rise Advisors's Arthur J. Gallagher & Co position peaked at $52.6K in Q1 2025.
1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

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