SHIM
AJG icon

Stone House Investment Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Stone House Investment Management’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
-1
Closed -$310 – 854
2025
Q3 		$310 Buy
+1
New +$301 ﹤0.01% 696

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 $1.9T AUM 41.92% 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 $1.66T AUM 25.57% 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

Stone House Investment Management's AJG Position: Q4 2025 in Review

Stone House Investment Management sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 1 share — an estimated $310 sold.

Stone House Investment Management first reported a position in AJG in Q3 2025 and held it in 1 quarter. The position peaked at $310 in Q3 2025. 1,298 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

  • Stone House Investment Management reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
  • Stone House Investment Management sold 1 Arthur J. Gallagher & Co share in Q4 2025, an estimated $310.
  • Stone House Investment Management first reported a position in Arthur J. Gallagher & Co in Q3 2025 and held it in 1 quarter.
  • Stone House Investment Management's Arthur J. Gallagher & Co position peaked at $310 in Q3 2025.
  • 1,298 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Stone House Investment Management's 13F filing for Q4 2025, filed 21 Jan 2026.