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

Wealth Alliance’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 Q4	–	Sell	-665	Closed	-$206K	–	552
2025 Q3	$206K	Sell	665 -39	-6%	-$11.8K	0.02%	527
2025 Q2	$225K	Sell	704 -109	-13%	-$35.9K	0.03%	494
2025 Q1	$281K	Sell	813 -79	-9%	-$25K	0.03%	407
2024 Q4	$253K	Buy	+892	New	+$260K	0.03%	425

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

Norges Bank Oslo, Norway $935B AUM

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

Wealth Alliance's AJG Position: Q4 2025 in Review

Wealth Alliance sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 665 shares — an estimated $206K sold.

Wealth Alliance first reported a position in AJG in Q4 2024 and held it in 4 quarters. The position peaked at $281K in Q1 2025. 1,298 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Wealth Alliance reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Wealth Alliance sold 665 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $206K.
Wealth Alliance first reported a position in Arthur J. Gallagher & Co in Q4 2024 and held it in 4 quarters.
Wealth Alliance's Arthur J. Gallagher & Co position peaked at $281K in Q1 2025.
1,298 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Wealth Alliance's 13F filing for Q4 2025, filed 13 Feb 2026.