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Washington Trust Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Washington Trust Advisors’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
-144
Closed -$46.1K – 689
2025
Q2 		$46.1K Buy
144
+2
+1% +$659 ﹤0.01% 328
2025
Q1 		$48.9K Sell
142
-260
-65% -$82.1K ﹤0.01% 323
2024
Q4 		$114K Buy
+402
New +$117K 0.01% 248
2022
Q4 		– Sell
-71
Closed -$12K – 784
2022
Q3 		$12K Hold
71
– – ﹤0.01% 566
2022
Q2 		$12K Hold
71
– – ﹤0.01% 605
2022
Q1 		$12K Sell
71
-69
-49% -$11K ﹤0.01% 680
2021
Q4 		$24K Buy
+140
New +$22.9K ﹤0.01% 602

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Washington Trust Advisors's AJG Position: Q3 2025 in Review

Washington Trust Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 144 shares — an estimated $46.1K sold.

Washington Trust Advisors first reported a position in AJG in Q4 2021 and held it in 7 quarters. The position peaked at $114K in Q4 2024. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

  • Washington Trust Advisors reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
  • Washington Trust Advisors sold 144 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $46.1K.
  • Washington Trust Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2021 and held it in 7 quarters.
  • Washington Trust Advisors's Arthur J. Gallagher & Co position peaked at $114K in Q4 2024.
  • 1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Washington Trust Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.