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Summit Financial Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Summit Financial Wealth Advisors’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
Q2 		– Sell
-592
Closed -$204K – 169
2025
Q1 		$204K Buy
+592
New +$187K 0.04% 145

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Summit Financial Wealth Advisors's AJG Position: Q2 2025 in Review

Summit Financial Wealth Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q2 2025, closing a stake of 592 shares — an estimated $204K sold.

Summit Financial Wealth Advisors first reported a position in AJG in Q1 2025 and held it in 1 quarter. The position peaked at $204K in Q1 2025. 1,378 funds tracked by Wall St. Rank hold AJG as of Q2 2025.

  • Summit Financial Wealth Advisors reported no remaining Arthur J. Gallagher & Co position as of Q2 2025 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 592 Arthur J. Gallagher & Co shares in Q2 2025, an estimated $204K.
  • Summit Financial Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2025 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Arthur J. Gallagher & Co position peaked at $204K in Q1 2025.
  • 1,378 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2025.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2025, filed 29 Sep 2025.