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Venturi Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Venturi Wealth 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
Q1 		– Sell
-250
Closed -$71K – 597
2024
Q4 		$71K Buy
250
+16
+7% +$4.66K ﹤0.01% 901
2024
Q3 		$65.8K Sell
234
-54
-19% -$15.2K ﹤0.01% 688
2024
Q2 		$74.7K Buy
288
+190
+194% +$47.1K ﹤0.01% 564
2024
Q1 		$24.5K Buy
98
+36
+58% +$8.65K ﹤0.01% 682
2023
Q4 		$13.9K Buy
62
+1
+2% +$237 ﹤0.01% 794
2023
Q3 		$13.9K Buy
61
+1
+2% +$224 ﹤0.01% 730
2023
Q2 		$13.2K Hold
60
– – ﹤0.01% 618
2023
Q1 		$11.5K Buy
+60
New +$11.4K ﹤0.01% 694

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

Venturi Wealth Management's AJG Position: Q1 2025 in Review

Venturi Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q1 2025, closing a stake of 250 shares — an estimated $71K sold.

Venturi Wealth Management first reported a position in AJG in Q1 2023 and held it in 8 quarters. The position peaked at $74.7K in Q2 2024. 1,358 funds tracked by Wall St. Rank hold AJG as of Q1 2025.

  • Venturi Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 250 Arthur J. Gallagher & Co shares in Q1 2025, an estimated $71K.
  • Venturi Wealth Management first reported a position in Arthur J. Gallagher & Co in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's Arthur J. Gallagher & Co position peaked at $74.7K in Q2 2024.
  • 1,358 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.