Ruedi Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Ruedi Wealth Management’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 Q2	–	Sell	-147	Closed	-$50.8K	–	67
2025 Q1	$50.8K	Hold	147	–	–	0.02%	87
2024 Q4	$41.7K	Hold	147	–	–	0.01%	93
2024 Q3	$41.4K	Sell	147 -2	-1%	-$564	0.01%	95
2024 Q2	$38.6K	Buy	149 +4	+3%	+$992	0.02%	97
2024 Q1	$36.3K	Hold	145	–	–	0.02%	99
2023 Q4	$32.6K	Buy	+145	New	+$34.3K	0.02%	94

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

Ruedi Wealth Management's AJG Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q2 2025, closing a stake of 147 shares — an estimated $50.8K sold.

Ruedi Wealth Management first reported a position in AJG in Q4 2023 and held it in 6 quarters. The position peaked at $50.8K in Q1 2025. 1,378 funds tracked by Wall St. Rank hold AJG as of Q2 2025.

Ruedi Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 147 Arthur J. Gallagher & Co shares in Q2 2025, an estimated $50.8K.
Ruedi Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2023 and held it in 6 quarters.
Ruedi Wealth Management's Arthur J. Gallagher & Co position peaked at $50.8K in Q1 2025.
1,378 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.