Zimmer Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Zimmer Partners’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 Q1	–	Sell	-750,000	Closed	-$213M	–	176
2024 Q4	$213M	Buy	+750,000	New	+$218M	3.67%	9
2024 Q3	–	Sell	-26,700	Closed	-$6.92M	–	149
2024 Q2	$6.92M	Buy	+26,700	New	+$6.62M	0.13%	96

Other funds holding AJG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Zimmer Partners's AJG Position: Q1 2025 in Review

Zimmer Partners sold out of Arthur J. Gallagher & Co (AJG) in Q1 2025, closing a stake of 750,000 shares — an estimated $213M sold.

Zimmer Partners first reported a position in AJG in Q2 2024 and held it in 2 quarters. The position peaked at $213M in Q4 2024. 1,358 funds tracked by Wall St. Rank hold AJG as of Q1 2025.

Zimmer Partners reported no remaining Arthur J. Gallagher & Co position as of Q1 2025 after selling out during the quarter.
Zimmer Partners sold 750,000 Arthur J. Gallagher & Co shares in Q1 2025, an estimated $213M.
Zimmer Partners first reported a position in Arthur J. Gallagher & Co in Q2 2024 and held it in 2 quarters.
Zimmer Partners's Arthur J. Gallagher & Co position peaked at $213M in Q4 2024.
1,358 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2025.

Based on Zimmer Partners's 13F filing for Q1 2025, filed 15 May 2025.