Tortoise Investment Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Tortoise Investment 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	-205	Closed	-$63.5K	–	278
2025 Q3	$63.5K	Sell	205 -9	-4%	-$2.71K	0.01%	363
2025 Q2	$68.5K	Buy	214 +10	+5%	+$3.3K	0.01%	343
2025 Q1	$70.4K	Hold	204	–	–	0.01%	322
2024 Q4	$57.9K	Buy	204 +3	+1%	+$873	0.01%	394
2024 Q3	$56.6K	Hold	201	–	–	0.01%	391
2024 Q2	$52.2K	Hold	201	–	–	0.01%	383
2024 Q1	$50.3K	Hold	201	–	–	0.01%	378
2023 Q4	$45.2K	Hold	201	–	–	0.01%	369
2023 Q3	$45.8K	Hold	201	–	–	0.01%	352
2023 Q2	$44.2K	Hold	201	–	–	0.01%	362
2023 Q1	$38.5K	Hold	201	–	–	0.01%	362
2022 Q4	$37.9K	Hold	201	–	–	0.01%	361
2022 Q3	$34K	Hold	201	–	–	0.01%	363
2022 Q2	$33K	Buy	201 +27	+16%	+$4.48K	0.01%	343
2022 Q1	$30K	Hold	174	–	–	0.01%	368
2021 Q4	$30K	Hold	174	–	–	0.01%	348
2021 Q3	$26K	Hold	174	–	–	0.01%	347
2021 Q2	$24K	Hold	174	–	–	0.01%	358
2021 Q1	$22K	Hold	174	–	–	﹤0.01%	347
2020 Q4	$22K	Hold	174	–	–	0.01%	320
2020 Q3	$18K	Hold	174	–	–	﹤0.01%	317
2020 Q2	$17K	Hold	174	–	–	﹤0.01%	313
2020 Q1	$14K	Hold	174	–	–	﹤0.01%	329
2019 Q4	$17K	Hold	174	–	–	﹤0.01%	340
2019 Q3	$16K	Hold	174	–	–	﹤0.01%	342
2019 Q2	$15K	Hold	174	–	–	﹤0.01%	371
2019 Q1	$14K	Hold	174	–	–	﹤0.01%	365
2018 Q4	$13K	Hold	174	–	–	﹤0.01%	358
2018 Q3	$13K	Hold	174	–	–	﹤0.01%	370
2018 Q2	$11K	Hold	174	–	–	﹤0.01%	397
2018 Q1	$12K	Hold	174	–	–	﹤0.01%	365
2017 Q4	$11K	Buy	+174	New	+$11.1K	﹤0.01%	377

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

Tortoise Investment Management's AJG Position: Q4 2025 in Review

Tortoise Investment Management sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 205 shares — an estimated $63.5K sold.

Tortoise Investment Management first reported a position in AJG in Q4 2017 and held it in 32 quarters. The position peaked at $70.4K in Q1 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Tortoise Investment Management reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 205 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $63.5K.
Tortoise Investment Management first reported a position in Arthur J. Gallagher & Co in Q4 2017 and held it in 32 quarters.
Tortoise Investment Management's Arthur J. Gallagher & Co position peaked at $70.4K in Q1 2025.
1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.