Settian Capital’s Arthur J. Gallagher & Co AJG Stock Holding History

Settian Capital’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	–	Sell	-2,000	Closed	-$568K	–	27
2024 Q4	$568K	Sell	2,000 -1,000	-33%	-$291K	0.41%	29
2024 Q3	$844K	Buy	3,000 +1,000	+50%	+$282K	0.62%	28
2024 Q2	$519K	Hold	2,000	–	–	0.38%	29
2024 Q1	$500K	Buy	+2,000	New	+$481K	0.37%	29

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Settian Capital's AJG Position: Q1 2025 in Review

Settian Capital sold out of Arthur J. Gallagher & Co (AJG) in Q1 2025, closing a stake of 2,000 shares — an estimated $568K sold.

Settian Capital first reported a position in AJG in Q1 2024 and held it in 4 quarters. The position peaked at $844K in Q3 2024. 1,360 funds tracked by Wall St. Rank hold AJG as of Q1 2025.

Settian Capital reported no remaining Arthur J. Gallagher & Co position as of Q1 2025 after selling out during the quarter.
Settian Capital sold 2,000 Arthur J. Gallagher & Co shares in Q1 2025, an estimated $568K.
Settian Capital first reported a position in Arthur J. Gallagher & Co in Q1 2024 and held it in 4 quarters.
Settian Capital's Arthur J. Gallagher & Co position peaked at $844K in Q3 2024.
1,360 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2025.

Based on Settian Capital's 13F filing for Q1 2025, filed 5 May 2025.