Thoroughbred Financial Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Thoroughbred Financial Services’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	-1,142	Closed	-$394K	–	553
2025 Q1	$394K	Buy	1,142 +18	+2%	+$5.69K	0.02%	475
2024 Q4	$319K	Hold	1,124	–	–	0.02%	521
2024 Q3	$316K	Sell	1,124 -101	-8%	-$28.5K	0.02%	508
2024 Q2	$317K	Buy	+1,225	New	+$304K	0.02%	485
2024 Q1	–	Sell	-1,330	Closed	-$299K	–	464
2023 Q4	$299K	Sell	1,330 -25	-2%	-$5.92K	0.02%	478
2023 Q3	$308K	Buy	+1,355	New	+$303K	0.03%	434

Other funds holding AJG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Thoroughbred Financial Services's AJG Position: Q2 2025 in Review

Thoroughbred Financial Services sold out of Arthur J. Gallagher & Co (AJG) in Q2 2025, closing a stake of 1,142 shares — an estimated $394K sold.

Thoroughbred Financial Services first reported a position in AJG in Q3 2023 and held it in 6 quarters. The position peaked at $394K in Q1 2025. 1,378 funds tracked by Wall St. Rank hold AJG as of Q2 2025.

Thoroughbred Financial Services reported no remaining Arthur J. Gallagher & Co position as of Q2 2025 after selling out during the quarter.
Thoroughbred Financial Services sold 1,142 Arthur J. Gallagher & Co shares in Q2 2025, an estimated $394K.
Thoroughbred Financial Services first reported a position in Arthur J. Gallagher & Co in Q3 2023 and held it in 6 quarters.
Thoroughbred Financial Services's Arthur J. Gallagher & Co position peaked at $394K in Q1 2025.
1,378 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2025.

Based on Thoroughbred Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.