Simplex Trading’s Arthur J. Gallagher & Co AJG Stock Holding History

Simplex Trading’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	-2,518	Closed	-$667K	–	8393
2025 Q3	$779K	Buy	+2,518	New	+$759K	﹤0.01%	3308
2024 Q2	–	Sell	-435	Closed	-$108K	–	8672
2024 Q1	$108K	Sell	435 -8,046	-95%	-$1.93M	﹤0.01%	5494
2023 Q4	$1.91M	Buy	8,481 +3,887	+85%	+$921K	﹤0.01%	2398
2023 Q3	$1.05M	Buy	+4,594	New	+$1.03M	﹤0.01%	2616
2022 Q3	–	Sell	-1,307	Closed	-$232K	–	9805
2022 Q2	$213K	Buy	+1,307	New	+$217K	﹤0.01%	4522
2021 Q4	–	Sell	-2,359	Closed	-$385K	–	10373
2021 Q3	$331K	Hold	2,359	–	–	﹤0.01%	4742
2021 Q2	$330K	Buy	+2,359	New	+$333K	﹤0.01%	4812
2019 Q2	–	Sell	-869	Closed	-$72.5K	–	7016
2019 Q1	$67K	Buy	+869	New	+$66.9K	﹤0.01%	4744
2018 Q3	–	Sell	-5,243	Closed	-$376K	–	7323
2018 Q2	$342K	Buy	5,243 +4,955	+1,720%	+$336K	﹤0.01%	2865
2018 Q1	$19K	Sell	288 -191	-40%	-$12.9K	﹤0.01%	3391
2017 Q4	$30K	Buy	+479	New	+$30.6K	﹤0.01%	2914

Other funds holding AJG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplex Trading's AJG Position: Q4 2025 in Review

Simplex Trading sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 2,518 shares — an estimated $667K sold.

Simplex Trading first reported a position in AJG in Q4 2017 and held it in 11 quarters. The position peaked at $1.91M in Q4 2023. 1,298 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Simplex Trading reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Simplex Trading sold 2,518 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $667K.
Simplex Trading first reported a position in Arthur J. Gallagher & Co in Q4 2017 and held it in 11 quarters.
Simplex Trading's Arthur J. Gallagher & Co position peaked at $1.91M in Q4 2023.
1,298 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.