TS Financial Group (TSFG)’s Arthur J. Gallagher & Co AJG Stock Holding History

TS Financial Group (TSFG)’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	-171	Closed	-$53K	–	804
2025 Q3	$53K	Hold	171	–	–	0.01%	330
2025 Q2	$55K	Hold	171	–	–	0.01%	314
2025 Q1	$59K	Buy	171 +75	+78%	+$23.7K	0.01%	291
2024 Q4	$27K	Hold	96	–	–	0.01%	363
2024 Q3	$27K	Hold	96	–	–	0.01%	362
2024 Q2	$25K	Hold	96	–	–	0.01%	353
2024 Q1	$24K	Hold	96	–	–	0.01%	356
2023 Q4	$22K	Sell	96 -71	-43%	-$16.8K	0.01%	382
2023 Q3	$38K	Hold	167	–	–	0.01%	325
2023 Q2	$37K	Sell	167 -16	-9%	-$3.33K	0.01%	322
2023 Q1	$35K	Hold	183	–	–	0.01%	321
2022 Q4	$35K	Hold	183	–	–	0.01%	323
2022 Q3	$31K	Buy	183 +60	+49%	+$10.7K	0.01%	330
2022 Q2	$20K	Hold	123	–	–	0.01%	403
2022 Q1	$21K	Hold	123	–	–	0.01%	413
2021 Q4	$21K	Hold	123	–	–	0.01%	424
2021 Q3	$18K	Hold	123	–	–	0.01%	445
2021 Q2	$17K	Buy	123 +7	+6%	+$989	0.01%	457
2021 Q1	$14K	Hold	116	–	–	0.01%	424
2020 Q4	$14K	Hold	116	–	–	0.01%	429
2020 Q3	$12K	Hold	116	–	–	0.01%	398
2020 Q2	$11K	Hold	116	–	–	0.01%	404
2020 Q1	$9K	Hold	116	–	–	0.01%	390
2019 Q4	$11K	Hold	116	–	–	0.01%	406
2019 Q3	$10K	Hold	116	–	–	0.01%	406
2019 Q2	$10K	Hold	116	–	–	0.01%	399
2019 Q1	$9K	Buy	+116	New	+$8.94K	0.01%	404

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

TS Financial Group (TSFG)'s AJG Position: Q4 2025 in Review

TS Financial Group (TSFG) sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 171 shares — an estimated $53K sold.

TS Financial Group (TSFG) first reported a position in AJG in Q1 2019 and held it in 27 quarters. The position peaked at $59K in Q1 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

TS Financial Group (TSFG) reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
TS Financial Group (TSFG) sold 171 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $53K.
TS Financial Group (TSFG) first reported a position in Arthur J. Gallagher & Co in Q1 2019 and held it in 27 quarters.
TS Financial Group (TSFG)'s Arthur J. Gallagher & Co position peaked at $59K in Q1 2025.
1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2025, filed 4 Feb 2026.