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Summit Global Investments’s Arthur J. Gallagher & Co AJG Stock Holding History

Summit Global Investments’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
-10,438
Closed -$3.34M – 469
2025
Q2 		$3.34M Buy
10,438
+5,116
+96% +$1.69M 0.2% 82
2025
Q1 		$1.84M Buy
5,322
+4,425
+493% +$1.4M 0.13% 92
2024
Q4 		$255K Sell
897
-28
-3% -$8.15K 0.02% 467
2024
Q3 		$260K Buy
925
+16
+2% +$4.51K 0.02% 449
2024
Q2 		$236K Sell
909
-30
-3% -$7.44K 0.02% 453
2024
Q1 		$235K Buy
+939
New +$226K 0.02% 459
2021
Q3 		– Sell
-13,494
Closed -$1.89M – 466
2021
Q2 		$1.89M Buy
13,494
+191
+1% +$27K 0.11% 143
2021
Q1 		$1.66M Sell
13,303
-306
-2% -$36.9K 0.11% 148
2020
Q4 		$1.68M Sell
13,609
-888
-6% -$101K 0.17% 106
2020
Q3 		$1.53M Sell
14,497
-101
-0.7% -$10.5K 0.16% 92
2020
Q2 		$1.42M Buy
14,598
+37
+0.3% +$3.28K 0.16% 88
2020
Q1 		$1.19M Buy
+14,561
New +$1.39M 0.17% 80

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

Summit Global Investments's AJG Position: Q3 2025 in Review

Summit Global Investments sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 10,438 shares — an estimated $3.34M sold.

Summit Global Investments first reported a position in AJG in Q1 2020 and held it in 12 quarters. The position peaked at $3.34M in Q2 2025. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

  • Summit Global Investments reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
  • Summit Global Investments sold 10,438 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $3.34M.
  • Summit Global Investments first reported a position in Arthur J. Gallagher & Co in Q1 2020 and held it in 12 quarters.
  • Summit Global Investments's Arthur J. Gallagher & Co position peaked at $3.34M in Q2 2025.
  • 1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Summit Global Investments's 13F filing for Q3 2025, filed 3 Nov 2025.