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

TritonPoint Wealth’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	-3,617	Closed	-$1.12M	–	275
2025 Q3	$1.12M	Buy	3,617 +395	+12%	+$119K	0.1%	146
2025 Q2	$1.03M	Buy	3,222 +35	+1%	+$11.5K	0.1%	153
2025 Q1	$1.1M	Buy	3,187 +41	+1%	+$13K	0.1%	149
2024 Q4	$893K	Buy	3,146 +193	+7%	+$56.2K	0.08%	162
2024 Q3	$825K	Sell	2,953 -231	-7%	-$65.1K	0.08%	167
2024 Q2	$826K	Sell	3,184 -550	-15%	-$136K	0.08%	158
2024 Q1	$956K	Sell	3,734 -559	-13%	-$134K	0.1%	146
2023 Q4	$965K	Buy	+4,293	New	+$1.02M	0.09%	155

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

Norges Bank Oslo, Norway $935B AUM

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

TritonPoint Wealth's AJG Position: Q4 2025 in Review

TritonPoint Wealth sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 3,617 shares — an estimated $1.12M sold.

TritonPoint Wealth first reported a position in AJG in Q4 2023 and held it in 8 quarters. The position peaked at $1.12M in Q3 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

TritonPoint Wealth reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
TritonPoint Wealth sold 3,617 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $1.12M.
TritonPoint Wealth first reported a position in Arthur J. Gallagher & Co in Q4 2023 and held it in 8 quarters.
TritonPoint Wealth's Arthur J. Gallagher & Co position peaked at $1.12M in Q3 2025.
1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.