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

TwinBeech Capital’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 Q3	–	Sell	-74,271	Closed	-$23.8M	–	552
2025 Q2	$23.8M	Buy	+74,271	New	+$24.5M	0.54%	59
2025 Q1	–	Sell	-25,592	Closed	-$7.26M	–	692
2024 Q4	$7.26M	Sell	25,592 -8,594	-25%	-$2.5M	0.12%	187
2024 Q3	$9.62M	Buy	+34,186	New	+$9.64M	0.18%	148
2024 Q2	–	Sell	-1,183	Closed	-$296K	–	506
2024 Q1	$296K	Sell	1,183 -138,506	-99%	-$33.3M	0.01%	486
2023 Q4	$31.4M	Buy	+139,689	New	+$33.1M	0.51%	50
2023 Q1	–	Sell	-7,535	Closed	-$1.42M	–	584
2022 Q4	$1.42M	Sell	7,535 -41,487	-85%	-$7.76M	0.03%	474
2022 Q3	$8.39M	Buy	+49,022	New	+$8.7M	0.22%	127
2021 Q3	–	Sell	-10,297	Closed	-$1.44M	–	555
2021 Q2	$1.44M	Buy	+10,297	New	+$1.46M	0.17%	171

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TwinBeech Capital's AJG Position: Q3 2025 in Review

TwinBeech Capital sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 74,271 shares — an estimated $23.8M sold.

TwinBeech Capital first reported a position in AJG in Q2 2021 and held it in 8 quarters. The position peaked at $31.4M in Q4 2023. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

TwinBeech Capital reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
TwinBeech Capital sold 74,271 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $23.8M.
TwinBeech Capital first reported a position in Arthur J. Gallagher & Co in Q2 2021 and held it in 8 quarters.
TwinBeech Capital's Arthur J. Gallagher & Co position peaked at $31.4M in Q4 2023.
1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on TwinBeech Capital's 13F filing for Q3 2025, filed 14 Nov 2025.