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

Signature Estate & 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
Q4 		– Sell
-655
Closed -$203K – 606
2025
Q3 		$203K Buy
+655
New +$197K ﹤0.01% 577
2024
Q3 		– Sell
-6,331
Closed -$1.64M – 522
2024
Q2 		$1.64M Buy
6,331
+48
+0.8% +$11.9K 0.04% 146
2024
Q1 		$1.57M Sell
6,283
-55
-0.9% -$13.2K 0.04% 80
2023
Q4 		$1.43M Sell
6,338
-725
-10% -$172K 0.04% 85
2023
Q3 		$1.61M Sell
7,063
-32
-0.5% -$7.16K 0.05% 79
2023
Q2 		$1.56M Buy
7,095
+55
+0.8% +$11.4K 0.05% 81
2023
Q1 		$1.35M Buy
7,040
+84
+1% +$15.9K 0.05% 84
2022
Q4 		$1.31M Hold
6,956
– – 0.05% 89
2022
Q3 		$1.19M Hold
6,956
– – 0.06% 82
2022
Q2 		$1.13M Hold
6,956
– – 0.06% 90
2022
Q1 		$1.21M Hold
6,956
– – 0.06% 87
2021
Q4 		$1.18M Hold
6,956
– – 0.05% 90
2021
Q3 		$1.03M Buy
6,956
+2,820
+68% +$403K 0.05% 88
2021
Q2 		$579K Buy
4,136
+2,270
+122% +$321K 0.03% 107
2021
Q1 		$232K Sell
1,866
-150
-7% -$18.1K 0.01% 151
2020
Q4 		$250K Buy
2,016
+16
+0.8% +$1.82K 0.01% 141
2020
Q3 		$211K Sell
2,000
-972
-33% -$101K 0.01% 143
2020
Q2 		$290K Buy
2,972
+185
+7% +$16.4K 0.02% 122
2020
Q1 		$227K Sell
2,787
-150
-5% -$14.4K 0.02% 120
2019
Q4 		$279K Hold
2,937
– – 0.02% 138
2019
Q3 		$263K Hold
2,937
– – 0.02% 137
2019
Q2 		$257K Hold
2,937
– – 0.02% 135
2019
Q1 		$230K Hold
2,937
– – 0.02% 146
2018
Q4 		$216K Sell
2,937
-439
-13% -$32.8K 0.02% 140
2018
Q3 		$251K Sell
3,376
-2,124
-39% -$152K 0.02% 113
2018
Q2 		$359K Buy
+5,500
New +$372K 0.03% 116

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 $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Signature Estate & Investment Advisors's AJG Position: Q4 2025 in Review

Signature Estate & Investment Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 655 shares — an estimated $203K sold.

Signature Estate & Investment Advisors first reported a position in AJG in Q2 2018 and held it in 26 quarters. The position peaked at $1.64M in Q2 2024. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

  • Signature Estate & Investment Advisors reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 655 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $203K.
  • Signature Estate & Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2018 and held it in 26 quarters.
  • Signature Estate & Investment Advisors's Arthur J. Gallagher & Co position peaked at $1.64M in Q2 2024.
  • 1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Signature Estate & Investment Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.