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

Wealth Architects’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	-671	Closed	-$208K	–	241
2025 Q3	$208K	Sell	671 -3	-0.4%	-$904	0.02%	223
2025 Q2	$216K	Sell	674 -4	-0.6%	-$1.32K	0.02%	211
2025 Q1	$234K	Sell	678 -132	-16%	-$41.7K	0.03%	203
2024 Q4	$230K	Hold	810	–	–	0.03%	193
2024 Q3	$228K	Hold	810	–	–	0.03%	198
2024 Q2	$210K	Hold	810	–	–	0.03%	196
2024 Q1	$203K	Buy	+810	New	+$195K	0.03%	199
2022 Q2	–	Sell	-1,247	Closed	-$218K	–	183
2022 Q1	$218K	Buy	1,247 +36	+3%	+$5.74K	0.04%	180
2021 Q4	$205K	Buy	+1,211	New	+$198K	0.04%	187

Other funds holding AJG

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Architects's AJG Position: Q4 2025 in Review

Wealth Architects sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 671 shares — an estimated $208K sold.

Wealth Architects first reported a position in AJG in Q4 2021 and held it in 9 quarters. The position peaked at $234K in Q1 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Wealth Architects reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Wealth Architects sold 671 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $208K.
Wealth Architects first reported a position in Arthur J. Gallagher & Co in Q4 2021 and held it in 9 quarters.
Wealth Architects's Arthur J. Gallagher & Co position peaked at $234K in Q1 2025.
1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Wealth Architects's 13F filing for Q4 2025, filed 17 Feb 2026.