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

Unigestion Holding’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	$1.23M	Sell	3,565 -2,036	-36%	-$643K	0.07%	138
2024 Q4	$1.59M	Buy	5,601 +2,063	+58%	+$600K	0.09%	97
2024 Q3	$995K	Buy	+3,538	New	+$998K	0.05%	103
2024 Q2	–	Sell	-4,726	Closed	-$1.18M	–	142
2024 Q1	$1.18M	Buy	+4,726	New	+$1.14M	0.06%	103
2021 Q3	–	Sell	-6,899	Closed	-$974K	–	198
2021 Q2	$974K	Buy	+6,899	New	+$975K	0.04%	166
2020 Q4	–	Sell	-10,902	Closed	-$1.15M	–	222
2020 Q3	$1.15M	Sell	10,902 -551	-5%	-$57.2K	0.04%	115
2020 Q2	$1.12M	Buy	11,453 +551	+5%	+$48.8K	0.04%	123
2020 Q1	$889K	Buy	+10,902	New	+$1.04M	0.03%	167
2019 Q3	$6.74M	Sell	75,272 -3,948	-5%	-$355K	0.19%	94
2019 Q2	$6.94M	Buy	79,220 +48,585	+159%	+$4.05M	0.19%	98
2019 Q1	$2.39M	Sell	30,635 -3,519	-10%	-$271K	0.06%	142
2018 Q4	$2.52M	Sell	34,154 -2,998	-8%	-$224K	0.06%	165
2018 Q3	$2.77M	Sell	37,152 -5,183	-12%	-$372K	0.06%	190
2018 Q2	$2.76M	Buy	+42,335	New	+$2.87M	0.05%	202

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Unigestion Holding's AJG Position: Q1 2025 in Review

Unigestion Holding reduced its Arthur J. Gallagher & Co (AJG) stake by 36% in Q1 2025, selling an estimated $643K and leaving 3,565 shares worth $1.23M. The position accounts for 0.07% of the portfolio, ranked #138.

Unigestion Holding first reported a position in AJG in Q2 2018 and has held it in 14 quarters since. The position peaked at $6.94M in Q2 2019. 1,359 funds tracked by Wall St. Rank hold AJG as of Q1 2025.

Unigestion Holding held 3,565 shares of Arthur J. Gallagher & Co worth $1.23M as of Q1 2025.
Unigestion Holding sold 2,036 Arthur J. Gallagher & Co shares in Q1 2025, an estimated $643K.
Arthur J. Gallagher & Co made up 0.07% of Unigestion Holding's portfolio in Q1 2025, its #138 holding.
Unigestion Holding first reported a position in Arthur J. Gallagher & Co in Q2 2018 and has held it in 14 quarters since.
Unigestion Holding's Arthur J. Gallagher & Co position peaked at $6.94M in Q2 2019.
1,359 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2025.

Based on Unigestion Holding's 13F filing for Q1 2025, filed 10 Apr 2025.