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

Sage Mountain 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	-1,328	Closed	-$411K	–	560
2025 Q3	$411K	Buy	1,328 +100	+8%	+$30.1K	0.02%	310
2025 Q2	$393K	Buy	1,228 +53	+5%	+$17.5K	0.03%	277
2025 Q1	$406K	Buy	1,175 +225	+24%	+$71.1K	0.03%	252
2024 Q4	$270K	Buy	950 +178	+23%	+$51.8K	0.02%	320
2024 Q3	$217K	Buy	+772	New	+$218K	0.02%	367

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

Sage Mountain Advisors's AJG Position: Q4 2025 in Review

Sage Mountain Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 1,328 shares — an estimated $411K sold.

Sage Mountain Advisors first reported a position in AJG in Q3 2024 and held it in 5 quarters. The position peaked at $411K in Q3 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Sage Mountain Advisors reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Sage Mountain Advisors sold 1,328 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $411K.
Sage Mountain Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2024 and held it in 5 quarters.
Sage Mountain Advisors's Arthur J. Gallagher & Co position peaked at $411K in Q3 2025.
1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Sage Mountain Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.