Sandia Investment Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Sandia Investment 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	-673	Closed	-$232K	–	107
2025 Q1	$232K	Sell	673 -4,327	-87%	-$1.37M	0.68%	51
2024 Q4	$1.42M	Buy	+5,000	New	+$1.46M	2.68%	5

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

Sandia Investment Management's AJG Position: Q2 2025 in Review

Sandia Investment Management sold out of Arthur J. Gallagher & Co (AJG) in Q2 2025, closing a stake of 673 shares — an estimated $232K sold.

Sandia Investment Management first reported a position in AJG in Q4 2024 and held it in 2 quarters. The position peaked at $1.42M in Q4 2024. 1,379 funds tracked by Wall St. Rank hold AJG as of Q2 2025.

Sandia Investment Management reported no remaining Arthur J. Gallagher & Co position as of Q2 2025 after selling out during the quarter.
Sandia Investment Management sold 673 Arthur J. Gallagher & Co shares in Q2 2025, an estimated $232K.
Sandia Investment Management first reported a position in Arthur J. Gallagher & Co in Q4 2024 and held it in 2 quarters.
Sandia Investment Management's Arthur J. Gallagher & Co position peaked at $1.42M in Q4 2024.
1,379 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2025.

Based on Sandia Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.