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

WBI Investments’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 Q2	–	Sell	-4,315	Closed	-$1.49M	–	273
2025 Q1	$1.49M	Buy	+4,315	New	+$1.36M	0.39%	76
2023 Q4	–	Sell	-9,665	Closed	-$2.2M	–	196
2023 Q3	$2.2M	Buy	9,665 +1,468	+18%	+$329K	0.44%	67
2023 Q2	$1.8M	Buy	+8,197	New	+$1.71M	0.33%	91
2021 Q4	–	Sell	-1,963	Closed	-$248K	–	175
2021 Q3	$248K	Buy	+1,963	New	+$281K	0.04%	169
2021 Q2	–	Sell	-5,619	Closed	-$701K	–	180
2021 Q1	$701K	Buy	+5,619	New	+$678K	0.11%	120
2019 Q2	–	Sell	-4,985	Closed	-$389K	–	204
2019 Q1	$389K	Sell	4,985 -899	-15%	-$69.3K	0.03%	217
2018 Q4	$434K	Sell	5,884 -17,755	-75%	-$1.33M	0.05%	72
2018 Q3	$1.76M	Buy	+23,639	New	+$1.69M	0.1%	153
2017 Q4	–	Sell	-445,615	Closed	-$27.4M	–	280
2017 Q3	$27.4M	Sell	445,615 -6,578	-1%	-$387K	1.21%	17
2017 Q2	$25.9M	Buy	452,193 +263,757	+140%	+$14.9M	1.13%	18
2017 Q1	$10.7M	Sell	188,436 -2,315	-1%	-$128K	0.47%	49
2016 Q4	$9.91M	Buy	+190,751	New	+$9.59M	0.43%	52

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

WBI Investments's AJG Position: Q2 2025 in Review

WBI Investments sold out of Arthur J. Gallagher & Co (AJG) in Q2 2025, closing a stake of 4,315 shares — an estimated $1.49M sold.

WBI Investments first reported a position in AJG in Q4 2016 and held it in 12 quarters. The position peaked at $27.4M in Q3 2017. 1,379 funds tracked by Wall St. Rank hold AJG as of Q2 2025.

WBI Investments reported no remaining Arthur J. Gallagher & Co position as of Q2 2025 after selling out during the quarter.
WBI Investments sold 4,315 Arthur J. Gallagher & Co shares in Q2 2025, an estimated $1.49M.
WBI Investments first reported a position in Arthur J. Gallagher & Co in Q4 2016 and held it in 12 quarters.
WBI Investments's Arthur J. Gallagher & Co position peaked at $27.4M in Q3 2017.
1,379 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2025.

Based on WBI Investments's 13F filing for Q2 2025, filed 11 Aug 2025.