TruNorth Capital Management’s Arthur J. Gallagher & Co AJG Stock Holding History

TruNorth Capital 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	-468	Closed	-$145K	–	124
2025 Q3	$145K	Hold	468	–	–	0.03%	108
2025 Q2	$150K	Hold	468	–	–	0.03%	98
2025 Q1	$162K	Hold	468	–	–	0.04%	115
2024 Q4	$133K	Hold	468	–	–	0.04%	90
2024 Q3	$132K	Hold	468	–	–	0.04%	82
2024 Q2	$121K	Buy	+468	New	+$116K	0.04%	79

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

TruNorth Capital Management's AJG Position: Q4 2025 in Review

TruNorth Capital Management sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 468 shares — an estimated $145K sold.

TruNorth Capital Management first reported a position in AJG in Q2 2024 and held it in 6 quarters. The position peaked at $162K in Q1 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

TruNorth Capital Management reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
TruNorth Capital Management sold 468 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $145K.
TruNorth Capital Management first reported a position in Arthur J. Gallagher & Co in Q2 2024 and held it in 6 quarters.
TruNorth Capital Management's Arthur J. Gallagher & Co position peaked at $162K in Q1 2025.
1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.