Sandy Spring Bank’s Arthur J. Gallagher & Co AJG Stock Holding History

Sandy Spring Bank’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	$426K	Buy	1,233 +20	+2%	+$6.32K	0.02%	296
2024 Q4	$344K	Hold	1,213	–	–	0.01%	318
2024 Q3	$341K	Hold	1,213	–	–	0.01%	324
2024 Q2	$315K	Buy	1,213 +1,184	+4,083%	+$294K	0.01%	322
2024 Q1	$7.25K	Sell	29 -5	-15%	-$1.2K	﹤0.01%	905
2023 Q4	$7.65K	Buy	34 +25	+278%	+$5.92K	﹤0.01%	864
2023 Q3	$2.05K	Buy	+9	New	+$2.01K	﹤0.01%	1025
2023 Q1	–	Sell	-119	Closed	-$22.4K	–	1166
2022 Q4	$22.4K	Hold	119	–	–	﹤0.01%	673
2022 Q3	$20K	Hold	119	–	–	﹤0.01%	669
2022 Q2	$19K	Sell	119 -60	-34%	-$9.96K	﹤0.01%	705
2022 Q1	$31K	Hold	179	–	–	﹤0.01%	634
2021 Q4	$30K	Hold	179	–	–	﹤0.01%	676
2021 Q3	$27K	Hold	179	–	–	﹤0.01%	696
2021 Q2	$25K	Buy	+179	New	+$25.3K	﹤0.01%	724
2020 Q4	–	Sell	-13	Closed	-$1K	–	961
2020 Q3	$1K	Buy	+13	New	+$1.35K	﹤0.01%	820
2018 Q2	–	Sell	-83	Closed	-$6K	–	760
2018 Q1	$6K	Buy	+83	New	+$5.6K	﹤0.01%	726
2017 Q4	–	Sell	-64	Closed	-$4K	–	834
2017 Q3	$4K	Hold	64	–	–	﹤0.01%	746
2017 Q2	$4K	Hold	64	–	–	﹤0.01%	768
2017 Q1	$4K	Hold	64	–	–	﹤0.01%	768
2016 Q4	$3K	Hold	64	–	–	﹤0.01%	776
2016 Q3	$3K	Sell	64 -182	-74%	-$8.98K	﹤0.01%	770
2016 Q2	$12K	Hold	246	–	–	﹤0.01%	618
2016 Q1	$11K	Buy	246 +182	+284%	+$7.26K	﹤0.01%	642
2015 Q4	$3K	Hold	64	–	–	﹤0.01%	818
2015 Q3	$3K	Hold	64	–	–	﹤0.01%	830
2015 Q2	$3K	Buy	+64	New	+$3.08K	﹤0.01%	853

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

Sandy Spring Bank's AJG Position: Q1 2025 in Review

Sandy Spring Bank increased its Arthur J. Gallagher & Co (AJG) stake by 1.6% in Q1 2025, buying an estimated $6.32K and bringing the position to 1,233 shares worth $426K. The position accounts for 0.02% of the portfolio, ranked #296.

Sandy Spring Bank first reported a position in AJG in Q2 2015 and has held it in 26 quarters since. 1,359 funds tracked by Wall St. Rank hold AJG as of Q1 2025.

Sandy Spring Bank held 1,233 shares of Arthur J. Gallagher & Co worth $426K as of Q1 2025.
Sandy Spring Bank bought 20 Arthur J. Gallagher & Co shares in Q1 2025, an estimated $6.32K.
Arthur J. Gallagher & Co made up 0.02% of Sandy Spring Bank's portfolio in Q1 2025, its #296 holding.
Sandy Spring Bank first reported a position in Arthur J. Gallagher & Co in Q2 2015 and has held it in 26 quarters since.
1,359 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.