Schechter Investment Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Schechter Investment 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 Q1	$1.03M	Sell	2,993 -168	-5%	-$53.1K	0.09%	228
2024 Q4	$897K	Sell	3,161 -593	-16%	-$173K	0.07%	257
2024 Q3	$1.06M	Sell	3,754 -2,196	-37%	-$619K	0.08%	244
2024 Q2	$1.54M	Sell	5,950 -37	-0.6%	-$9.18K	0.12%	167
2024 Q1	$1.5M	Sell	5,987 -51	-0.8%	-$12.3K	0.11%	173
2023 Q4	$1.36M	Buy	6,038 +42	+0.7%	+$9.95K	0.12%	173
2023 Q3	$1.37M	Sell	5,996 -78	-1%	-$17.5K	0.13%	162
2023 Q2	$1.33M	Sell	6,074 -1	-0%	-$208	0.12%	190
2023 Q1	$1.16M	Buy	6,075 +1,848	+44%	+$351K	0.11%	218
2022 Q4	$797K	Hold	4,227	–	–	0.07%	364
2022 Q3	$723K	Buy	4,227 +477	+13%	+$84.7K	0.07%	388
2022 Q2	$611K	Buy	+3,750	New	+$622K	0.06%	464

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

Schechter Investment Advisors's AJG Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 5.3% in Q1 2025, selling an estimated $53.1K and leaving 2,993 shares worth $1.03M. The position accounts for 0.09% of the portfolio, ranked #228.

Schechter Investment Advisors first reported a position in AJG in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.54M in Q2 2024. 1,358 funds tracked by Wall St. Rank hold AJG as of Q1 2025.

Schechter Investment Advisors held 2,993 shares of Arthur J. Gallagher & Co worth $1.03M as of Q1 2025.
Schechter Investment Advisors sold 168 Arthur J. Gallagher & Co shares in Q1 2025, an estimated $53.1K.
Arthur J. Gallagher & Co made up 0.09% of Schechter Investment Advisors's portfolio in Q1 2025, its #228 holding.
Schechter Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2022 and has held it in 12 quarters since.
Schechter Investment Advisors's Arthur J. Gallagher & Co position peaked at $1.54M in Q2 2024.
1,358 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.