TD Capital Management’s Arthur J. Gallagher & Co AJG Stock Holding History

TD Capital 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	-28	Closed	-$8.73K	–	819
2025 Q3	$8.73K	Hold	28	–	–	﹤0.01%	438
2025 Q2	$9K	Hold	28	–	–	﹤0.01%	432
2025 Q1	$9.69K	Buy	+28	New	+$8.84K	﹤0.01%	310
2016 Q4	–	Sell	-56	Closed	-$3K	–	174
2016 Q3	$3K	Buy	+56	New	+$2.77K	﹤0.01%	129

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

TD Capital Management's AJG Position: Q4 2025 in Review

TD Capital Management sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 28 shares — an estimated $8.73K sold.

TD Capital Management first reported a position in AJG in Q3 2016 and held it in 4 quarters. The position peaked at $9.69K in Q1 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

TD Capital Management reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
TD Capital Management sold 28 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $8.73K.
TD Capital Management first reported a position in Arthur J. Gallagher & Co in Q3 2016 and held it in 4 quarters.
TD Capital Management's Arthur J. Gallagher & Co position peaked at $9.69K in Q1 2025.
1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on TD Capital Management's 13F filing for Q4 2025, filed 26 Feb 2026.