Advus Financial Partners, LLC’s Arthur J. Gallagher & Co AJG Stock Holding History

Advus Financial Partners, LLC’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	-653	Closed	-$202K	–	245
2025 Q3	$202K	Sell	653 -1	-0.2%	-$301	0.05%	254
2025 Q2	$209K	Buy	654 +60	+10%	+$19.8K	0.05%	247
2025 Q1	$205K	Buy	+594	New	+$188K	0.06%	228

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

Advus Financial Partners, LLC's AJG Position: Q4 2025 in Review

Advus Financial Partners, LLC sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 653 shares — an estimated $202K sold.

Advus Financial Partners, LLC first reported a position in AJG in Q1 2025 and held it in 3 quarters. The position peaked at $209K in Q2 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Advus Financial Partners, LLC reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Advus Financial Partners, LLC sold 653 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $202K.
Advus Financial Partners, LLC first reported a position in Arthur J. Gallagher & Co in Q1 2025 and held it in 3 quarters.
Advus Financial Partners, LLC's Arthur J. Gallagher & Co position peaked at $209K in Q2 2025.
1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Advus Financial Partners, LLC's 13F filing for Q4 2025, filed 25 Aug 2026.