Stuart Chaussee & Associates’s Arthur J. Gallagher & Co AJG Stock Holding History

Stuart Chaussee & Associates’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	-162	Closed	-$50.2K	–	9
2025 Q3	$50.2K	Hold	162	–	–	0.01%	89
2025 Q2	$51.9K	Hold	162	–	–	0.01%	84
2025 Q1	$55.9K	Hold	162	–	–	0.01%	73
2024 Q4	$46K	Hold	162	–	–	0.01%	81
2024 Q3	$45.6K	Hold	162	–	–	0.01%	70
2024 Q2	$42K	Hold	162	–	–	0.01%	71
2024 Q1	$40.5K	Hold	162	–	–	0.01%	65
2023 Q4	$36.4K	Hold	162	–	–	0.01%	66
2023 Q3	$36.9K	Hold	162	–	–	0.01%	54
2023 Q2	$35.6K	Hold	162	–	–	0.01%	55
2023 Q1	$31K	Hold	162	–	–	0.01%	53
2022 Q4	$30.5K	Hold	162	–	–	0.01%	57
2022 Q3	$28K	Hold	162	–	–	0.06%	46
2022 Q2	$26K	Hold	162	–	–	0.06%	55
2022 Q1	$28K	Hold	162	–	–	0.01%	69
2021 Q4	$27K	Hold	162	–	–	0.01%	67
2021 Q3	$24K	Hold	162	–	–	0.04%	54
2021 Q2	$23K	Hold	162	–	–	0.01%	60
2021 Q1	$20K	Buy	+162	New	+$19.6K	0.01%	76

Other funds holding AJG

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stuart Chaussee & Associates's AJG Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 162 shares — an estimated $50.2K sold.

Stuart Chaussee & Associates first reported a position in AJG in Q1 2021 and held it in 19 quarters. The position peaked at $55.9K in Q1 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Stuart Chaussee & Associates reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 162 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $50.2K.
Stuart Chaussee & Associates first reported a position in Arthur J. Gallagher & Co in Q1 2021 and held it in 19 quarters.
Stuart Chaussee & Associates's Arthur J. Gallagher & Co position peaked at $55.9K in Q1 2025.
1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.