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Sonora Investment Management Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Sonora Investment Management Group’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 		$28.5M Sell
91,858
-969
-1% -$292K 2.01% 12
2025
Q2 		$29.7M Sell
92,827
-8,291
-8% -$2.73M 2.21% 12
2025
Q1 		$34.9M Buy
101,118
+193
+0.2% +$61K 2.76% 3
2024
Q4 		$28.6M Buy
100,925
+8,940
+10% +$2.6M 2.2% 6
2024
Q3 		$25.9M Buy
91,985
+546
+0.6% +$154K 1.92% 7
2024
Q2 		$22.9M Hold
91,439
– – 1.79% 8
2024
Q1 		$22.9M Buy
91,439
+1,621
+2% +$390K 1.79% 8
2023
Q4 		$20.2M Buy
89,818
+267
+0.3% +$63.2K 1.64% 10
2023
Q3 		$20.4M Buy
89,551
+352
+0.4% +$78.8K 1.75% 7
2023
Q2 		$19.6M Sell
89,199
-878
-1% -$183K 1.64% 8
2023
Q1 		$17.2M Sell
90,077
-711
-0.8% -$135K 1.5% 12
2022
Q4 		$17.1M Buy
90,788
+478
+0.5% +$89.4K 1.56% 12
2022
Q3 		$14.7M Hold
90,310
– – 1.89% 9
2022
Q2 		$14.7M Buy
90,310
+3,870
+4% +$642K 1.39% 16
2022
Q1 		$15.1M Buy
86,440
+3,263
+4% +$520K 1.71% 10
2021
Q4 		$14.1M Buy
+83,177
New +$13.6M 1.64% 10

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sonora Investment Management Group's AJG Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Arthur J. Gallagher & Co (AJG) stake by 1% in Q3 2025, selling an estimated $292K and leaving 91,858 shares worth $28.5M. The position accounts for 2.01% of the portfolio, ranked #12.

Sonora Investment Management Group first reported a position in AJG in Q4 2021 and has held it in 16 quarters since. The position peaked at $34.9M in Q1 2025. 1,341 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

  • Sonora Investment Management Group held 91,858 shares of Arthur J. Gallagher & Co worth $28.5M as of Q3 2025.
  • Sonora Investment Management Group sold 969 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $292K.
  • Arthur J. Gallagher & Co made up 2.01% of Sonora Investment Management Group's portfolio in Q3 2025, its #12 holding.
  • Sonora Investment Management Group first reported a position in Arthur J. Gallagher & Co in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's Arthur J. Gallagher & Co position peaked at $34.9M in Q1 2025.
  • 1,341 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.