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

Stonegate Investment 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 		$218K Sell
705
-161
-19% -$48.5K 0.01% 381
2025
Q2 		$277K Sell
866
-394
-31% -$130K 0.01% 316
2025
Q1 		$435K Sell
1,260
-235
-16% -$74.2K 0.01% 233
2024
Q4 		$424K Buy
1,495
+393
+36% +$114K 0.01% 232
2024
Q3 		$310K Buy
1,102
+129
+13% +$36.4K 0.01% 275
2024
Q2 		$252K Buy
+973
New +$241K 0.01% 296

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 $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stonegate Investment Group's AJG Position: Q3 2025 in Review

Stonegate Investment Group reduced its Arthur J. Gallagher & Co (AJG) stake by 19% in Q3 2025, selling an estimated $48.5K and leaving 705 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #381.

Stonegate Investment Group first reported a position in AJG in Q2 2024 and has held it in 6 quarters since. The position peaked at $435K in Q1 2025. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

  • Stonegate Investment Group held 705 shares of Arthur J. Gallagher & Co worth $218K as of Q3 2025.
  • Stonegate Investment Group sold 161 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $48.5K.
  • Arthur J. Gallagher & Co made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #381 holding.
  • Stonegate Investment Group first reported a position in Arthur J. Gallagher & Co in Q2 2024 and has held it in 6 quarters since.
  • Stonegate Investment Group's Arthur J. Gallagher & Co position peaked at $435K in Q1 2025.
  • 1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.