Roxbury Financial’s Arthur J. Gallagher & Co AJG Stock Holding History

Roxbury Financial’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 Q1	–	Sell	-155	Closed	-$48.6K	–	350
2024 Q4	$48.6K	Buy	+155	New	+$45.1K	0.05%	162

Other funds holding AJG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Roxbury Financial's AJG Position: Q1 2025 in Review

Roxbury Financial sold out of Arthur J. Gallagher & Co (AJG) in Q1 2025, closing a stake of 155 shares — an estimated $48.6K sold.

Roxbury Financial first reported a position in AJG in Q4 2024 and held it in 1 quarter. The position peaked at $48.6K in Q4 2024. 1,358 funds tracked by Wall St. Rank hold AJG as of Q1 2025.

Roxbury Financial reported no remaining Arthur J. Gallagher & Co position as of Q1 2025 after selling out during the quarter.
Roxbury Financial sold 155 Arthur J. Gallagher & Co shares in Q1 2025, an estimated $48.6K.
Roxbury Financial first reported a position in Arthur J. Gallagher & Co in Q4 2024 and held it in 1 quarter.
Roxbury Financial's Arthur J. Gallagher & Co position peaked at $48.6K in Q4 2024.
1,358 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2025.

Based on Roxbury Financial's 13F filing for Q1 2025, filed 9 Apr 2025.