WLG
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Williamson Legacy Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Williamson Legacy Group’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
-2,985
Closed -$956K – 100
2025
Q2 		$956K Buy
2,985
+254
+9% +$83.7K 0.81% 62
2025
Q1 		$943K Buy
+2,731
New +$863K 0.9% 55
2024
Q2 		– Sell
-5,672
Closed -$1.42M – 93
2024
Q1 		$1.42M Sell
5,672
-26
-0.5% -$6.25K 1.1% 26
2023
Q4 		$1.28M Buy
+5,698
New +$1.35M 1.19% 27

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

Williamson Legacy Group's AJG Position: Q3 2025 in Review

Williamson Legacy Group sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 2,985 shares — an estimated $956K sold.

Williamson Legacy Group first reported a position in AJG in Q4 2023 and held it in 4 quarters. The position peaked at $1.42M in Q1 2024. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

  • Williamson Legacy Group reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 2,985 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $956K.
  • Williamson Legacy Group first reported a position in Arthur J. Gallagher & Co in Q4 2023 and held it in 4 quarters.
  • Williamson Legacy Group's Arthur J. Gallagher & Co position peaked at $1.42M in Q1 2024.
  • 1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Williamson Legacy Group's 13F filing for Q3 2025, filed 14 Nov 2025.