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

Winnow Wealth’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	-6	Closed	-$1.86K	–	591
2025 Q3	$1.86K	Buy	+6	New	+$1.81K	﹤0.01%	361
2025 Q2	–	Sell	-6	Closed	-$1.92K	–	186
2025 Q1	$1.92K	Buy	6 +2	+50%	+$632	﹤0.01%	324
2024 Q4	$1.06K	Buy	+4	New	+$1.16K	﹤0.01%	338

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

Winnow Wealth's AJG Position: Q4 2025 in Review

Winnow Wealth sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 6 shares — an estimated $1.86K sold.

Winnow Wealth first reported a position in AJG in Q4 2024 and held it in 3 quarters. The position peaked at $1.92K in Q1 2025. 1,298 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Winnow Wealth reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Winnow Wealth sold 6 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $1.86K.
Winnow Wealth first reported a position in Arthur J. Gallagher & Co in Q4 2024 and held it in 3 quarters.
Winnow Wealth's Arthur J. Gallagher & Co position peaked at $1.92K in Q1 2025.
1,298 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Winnow Wealth's 13F filing for Q4 2025, filed 11 Feb 2026.