WESPAC Advisors SoCal’s Arthur J. Gallagher & Co AJG Stock Holding History

WESPAC Advisors SoCal’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	-11,504	Closed	-$3.56M	–	111
2025 Q3	$3.56M	Buy	11,504 +559	+5%	+$169K	0.72%	41
2025 Q2	$3.5M	Buy	+10,945	New	+$3.61M	0.78%	40

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

WESPAC Advisors SoCal's AJG Position: Q4 2025 in Review

WESPAC Advisors SoCal sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 11,504 shares — an estimated $3.56M sold.

WESPAC Advisors SoCal first reported a position in AJG in Q2 2025 and held it in 2 quarters. The position peaked at $3.56M in Q3 2025. 1,298 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

WESPAC Advisors SoCal reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
WESPAC Advisors SoCal sold 11,504 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $3.56M.
WESPAC Advisors SoCal first reported a position in Arthur J. Gallagher & Co in Q2 2025 and held it in 2 quarters.
WESPAC Advisors SoCal's Arthur J. Gallagher & Co position peaked at $3.56M in Q3 2025.
1,298 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2025, filed 7 Jan 2026.