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Trust Point Inc’s Arthur J. Gallagher & Co AJG Stock Holding History

Trust Point 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
Q1 		– Sell
-791
Closed -$225K – 461
2024
Q4 		$225K Buy
791
+7
+0.9% +$2.04K 0.02% 517
2024
Q3 		$221K Buy
+784
New +$221K 0.02% 479
2024
Q2 		– Sell
-1,324
Closed -$331K – 497
2024
Q1 		$331K Sell
1,324
-1,093
-45% -$263K 0.03% 388
2023
Q4 		$544K Buy
+2,417
New +$572K 0.04% 257

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

Trust Point Inc's AJG Position: Q1 2025 in Review

Trust Point Inc sold out of Arthur J. Gallagher & Co (AJG) in Q1 2025, closing a stake of 791 shares — an estimated $225K sold.

Trust Point Inc first reported a position in AJG in Q4 2023 and held it in 4 quarters. The position peaked at $544K in Q4 2023. 1,358 funds tracked by Wall St. Rank hold AJG as of Q1 2025.

  • Trust Point Inc reported no remaining Arthur J. Gallagher & Co position as of Q1 2025 after selling out during the quarter.
  • Trust Point Inc sold 791 Arthur J. Gallagher & Co shares in Q1 2025, an estimated $225K.
  • Trust Point Inc first reported a position in Arthur J. Gallagher & Co in Q4 2023 and held it in 4 quarters.
  • Trust Point Inc's Arthur J. Gallagher & Co position peaked at $544K in Q4 2023.
  • 1,358 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2025.

Based on Trust Point Inc's 13F filing for Q1 2025, filed 17 Apr 2025.