Trivium Point Advisory’s Arthur J. Gallagher & Co AJG Stock Holding History

Trivium Point Advisory’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	-649	Closed	-$201K	–	340
2025 Q3	$201K	Sell	649 -15	-2%	-$4.52K	0.02%	343
2025 Q2	$213K	Sell	664 -22	-3%	-$7.25K	0.02%	328
2025 Q1	$237K	Sell	686 -50	-7%	-$15.8K	0.03%	311
2024 Q4	$209K	Buy	+736	New	+$214K	0.03%	327
2022 Q1	–	Sell	-7,606	Closed	-$1.29M	–	228
2021 Q4	$1.29M	Sell	7,606 -45	-0.6%	-$7.35K	0.27%	109
2021 Q3	$1.17M	Sell	7,651 -1,550	-17%	-$222K	0.28%	115
2021 Q2	$1.29M	Sell	9,201 -1,530	-14%	-$216K	0.32%	108
2021 Q1	$1.34M	Sell	10,731 -815	-7%	-$98.4K	0.36%	101
2020 Q4	$1.41M	Sell	11,546 -990	-8%	-$113K	0.41%	93
2020 Q3	$1.32M	Sell	12,536 -150	-1%	-$15.6K	0.47%	84
2020 Q2	$1.23M	Buy	12,686 +517	+4%	+$45.8K	0.49%	78
2020 Q1	$1.03M	Sell	12,169 -1,508	-11%	-$144K	0.53%	77
2019 Q4	$1.3M	Sell	13,677 -84	-0.6%	-$7.69K	0.51%	92
2019 Q3	$1.2M	Hold	13,761	–	–	0.55%	90
2019 Q2	$1.21M	Buy	13,761 +1,490	+12%	+$124K	0.54%	89
2019 Q1	$958K	Buy	12,271 +630	+5%	+$48.5K	0.45%	99
2018 Q4	$858K	Buy	+11,641	New	+$869K	0.52%	91

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

Trivium Point Advisory's AJG Position: Q4 2025 in Review

Trivium Point Advisory sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 649 shares — an estimated $201K sold.

Trivium Point Advisory first reported a position in AJG in Q4 2018 and held it in 17 quarters. The position peaked at $1.41M in Q4 2020. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Trivium Point Advisory reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Trivium Point Advisory sold 649 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $201K.
Trivium Point Advisory first reported a position in Arthur J. Gallagher & Co in Q4 2018 and held it in 17 quarters.
Trivium Point Advisory's Arthur J. Gallagher & Co position peaked at $1.41M in Q4 2020.
1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Trivium Point Advisory's 13F filing for Q4 2025, filed 26 Jan 2026.