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

Steph & Co’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	–	Sell	-124	Closed	-$39.7K	–	316
2025 Q2	$39.7K	Buy	+124	New	+$40.9K	0.01%	205

Other funds holding AJG

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Steph & Co's AJG Position: Q3 2025 in Review

Steph & Co sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 124 shares — an estimated $39.7K sold.

Steph & Co first reported a position in AJG in Q2 2025 and held it in 1 quarter. The position peaked at $39.7K in Q2 2025. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

Steph & Co reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
Steph & Co sold 124 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $39.7K.
Steph & Co first reported a position in Arthur J. Gallagher & Co in Q2 2025 and held it in 1 quarter.
Steph & Co's Arthur J. Gallagher & Co position peaked at $39.7K in Q2 2025.
1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Steph & Co's 13F filing for Q3 2025, filed 6 Oct 2025.