Triasima Portfolio Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Triasima Portfolio 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 Q3	–	Sell	-15,077	Closed	-$4.83M	–	150
2025 Q2	$4.83M	Sell	15,077 -1,142	-7%	-$376K	0.88%	41
2025 Q1	$5.6M	Buy	16,219 +377	+2%	+$119K	1.1%	29
2024 Q4	$4.5M	Sell	15,842 -1,312	-8%	-$382K	0.87%	33
2024 Q3	$4.83M	Buy	17,154 +212	+1%	+$59.8K	1.08%	29
2024 Q2	$4.39M	Hold	16,942	–	–	0.4%	45
2024 Q1	$4.24M	Sell	16,942 -6,165	-27%	-$1.48M	0.36%	54
2023 Q4	$5.2M	Buy	23,107 +21,897	+1,810%	+$5.19M	0.43%	46
2023 Q3	$276K	Buy	1,210 +430	+55%	+$96.2K	0.03%	120
2023 Q2	$227K	Buy	+780	New	+$162K	0.01%	135

Other funds holding AJG

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Triasima Portfolio Management's AJG Position: Q3 2025 in Review

Triasima Portfolio Management sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 15,077 shares — an estimated $4.83M sold.

Triasima Portfolio Management first reported a position in AJG in Q2 2023 and held it in 9 quarters. The position peaked at $5.6M in Q1 2025. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

Triasima Portfolio Management reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
Triasima Portfolio Management sold 15,077 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $4.83M.
Triasima Portfolio Management first reported a position in Arthur J. Gallagher & Co in Q2 2023 and held it in 9 quarters.
Triasima Portfolio Management's Arthur J. Gallagher & Co position peaked at $5.6M in Q1 2025.
1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Triasima Portfolio Management's 13F filing for Q3 2025, filed 29 Oct 2025.