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Security National Bank’s Arthur J. Gallagher & Co AJG Stock Holding History

Security National 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
Q3 		– Sell
-145
Closed -$46.4K – 379
2025
Q2 		$46.4K Hold
145
– – 0.01% 218
2025
Q1 		$50.1K Hold
145
– – 0.01% 218
2024
Q4 		$41.2K Hold
145
– – 0.01% 221
2024
Q3 		$40.8K Hold
145
– – 0.01% 210
2024
Q2 		$37.6K Hold
145
– – 0.01% 213
2024
Q1 		$36.3K Hold
145
– – 0.01% 211
2023
Q4 		$32.6K Buy
+145
New +$34.3K 0.01% 222

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Security National Bank's AJG Position: Q3 2025 in Review

Security National Bank sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 145 shares — an estimated $46.4K sold.

Security National Bank first reported a position in AJG in Q4 2023 and held it in 7 quarters. The position peaked at $50.1K in Q1 2025. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

  • Security National Bank reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
  • Security National Bank sold 145 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $46.4K.
  • Security National Bank first reported a position in Arthur J. Gallagher & Co in Q4 2023 and held it in 7 quarters.
  • Security National Bank's Arthur J. Gallagher & Co position peaked at $50.1K in Q1 2025.
  • 1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Security National Bank's 13F filing for Q3 2025, filed 20 Oct 2025.