TI
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Truepoint Inc’s Arthur J. Gallagher & Co AJG Stock Holding History

Truepoint Inc’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
Q2 		– Sell
-760
Closed -$262K – 138
2025
Q1 		$262K Hold
760
– – 0.01% 121
2024
Q4 		$216K Buy
+760
New +$221K 0.01% 125
2024
Q3 		– Sell
-818
Closed -$212K – 125
2024
Q2 		$212K Hold
818
– – 0.01% 113
2024
Q1 		$205K Sell
818
-337
-29% -$81K 0.01% 120
2023
Q4 		$260K Hold
1,155
– – 0.01% 195
2023
Q3 		$263K Buy
+1,155
New +$259K 0.01% 163

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Truepoint Inc's AJG Position: Q2 2025 in Review

Truepoint Inc sold out of Arthur J. Gallagher & Co (AJG) in Q2 2025, closing a stake of 760 shares — an estimated $262K sold.

Truepoint Inc first reported a position in AJG in Q3 2023 and held it in 6 quarters. The position peaked at $263K in Q3 2023. 1,378 funds tracked by Wall St. Rank hold AJG as of Q2 2025.

  • Truepoint Inc reported no remaining Arthur J. Gallagher & Co position as of Q2 2025 after selling out during the quarter.
  • Truepoint Inc sold 760 Arthur J. Gallagher & Co shares in Q2 2025, an estimated $262K.
  • Truepoint Inc first reported a position in Arthur J. Gallagher & Co in Q3 2023 and held it in 6 quarters.
  • Truepoint Inc's Arthur J. Gallagher & Co position peaked at $263K in Q3 2023.
  • 1,378 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2025.

Based on Truepoint Inc's 13F filing for Q2 2025, filed 8 Aug 2025.