Simon Quick Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Simon Quick 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 Q2	–	Sell	-1,603	Closed	-$553K	–	369
2025 Q1	$553K	Buy	1,603 +798	+99%	+$252K	0.03%	279
2024 Q4	$229K	Buy	+805	New	+$234K	0.01%	411
2020 Q3	–	Sell	-73	Closed	-$7K	–	444
2020 Q2	$7K	Hold	73	–	–	﹤0.01%	339
2020 Q1	$6K	Buy	73 +45	+161%	+$4.31K	﹤0.01%	334
2019 Q4	$3K	Buy	+28	New	+$2.56K	﹤0.01%	529

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

Simon Quick Advisors's AJG Position: Q2 2025 in Review

Simon Quick Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q2 2025, closing a stake of 1,603 shares — an estimated $553K sold.

Simon Quick Advisors first reported a position in AJG in Q4 2019 and held it in 5 quarters. The position peaked at $553K in Q1 2025. 1,378 funds tracked by Wall St. Rank hold AJG as of Q2 2025.

Simon Quick Advisors reported no remaining Arthur J. Gallagher & Co position as of Q2 2025 after selling out during the quarter.
Simon Quick Advisors sold 1,603 Arthur J. Gallagher & Co shares in Q2 2025, an estimated $553K.
Simon Quick Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2019 and held it in 5 quarters.
Simon Quick Advisors's Arthur J. Gallagher & Co position peaked at $553K in Q1 2025.
1,378 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.