TOBAM’s Arthur J. Gallagher & Co AJG Stock Holding History

TOBAM’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 Q1	–	Sell	-325	Closed	-$92K	–	256
2024 Q4	$92K	Hold	325	–	–	0.03%	224
2024 Q3	$91K	Hold	325	–	–	0.02%	257
2024 Q2	$84K	Sell	325 -430	-57%	-$107K	0.01%	257
2024 Q1	$189K	Sell	755 -265	-26%	-$63.7K	0.02%	241
2023 Q4	$229K	Hold	1,020	–	–	0.02%	208
2023 Q3	$232K	Sell	1,020 -3	-0.3%	-$671	0.02%	200
2023 Q2	$225K	Buy	+1,023	New	+$213K	0.02%	212
2022 Q4	–	Sell	-172	Closed	-$29K	–	408
2022 Q3	$29K	Sell	172 -378	-69%	-$67.1K	﹤0.01%	405
2022 Q2	$90K	Buy	+550	New	+$91.3K	0.01%	322
2022 Q1	–	Sell	-649	Closed	-$110K	–	431
2021 Q4	$110K	Hold	649	–	–	﹤0.01%	254
2021 Q3	$96K	Hold	649	–	–	﹤0.01%	271
2021 Q2	$91K	Hold	649	–	–	﹤0.01%	268
2021 Q1	$81K	Hold	649	–	–	﹤0.01%	270
2020 Q4	$80K	Hold	649	–	–	﹤0.01%	266
2020 Q3	$69K	Buy	+649	New	+$67.3K	﹤0.01%	260

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

TOBAM's AJG Position: Q1 2025 in Review

TOBAM sold out of Arthur J. Gallagher & Co (AJG) in Q1 2025, closing a stake of 325 shares — an estimated $92K sold.

TOBAM first reported a position in AJG in Q3 2020 and held it in 15 quarters. The position peaked at $232K in Q3 2023. 1,358 funds tracked by Wall St. Rank hold AJG as of Q1 2025.

TOBAM reported no remaining Arthur J. Gallagher & Co position as of Q1 2025 after selling out during the quarter.
TOBAM sold 325 Arthur J. Gallagher & Co shares in Q1 2025, an estimated $92K.
TOBAM first reported a position in Arthur J. Gallagher & Co in Q3 2020 and held it in 15 quarters.
TOBAM's Arthur J. Gallagher & Co position peaked at $232K in Q3 2023.
1,358 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2025.

Based on TOBAM's 13F filing for Q1 2025, filed 16 Apr 2025.