Appleton Partners Inc/Ma / AJG
Appleton Partners Inc/Ma’s Gallagher Arthur J & Co Position
Does Appleton Partners Inc/Ma own Gallagher Arthur J & Co (AJG)? Not currently — the last reported position was 49.3K shares worth $13M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$13M
Q4 2025
Shares
49.3K
% of Portfolio
+0.84%
Quarters Held
14
position exited
Position History AJG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 49.3K | $13M | +0.84% |
| Q3 2025 | 48.9K | $15M | +1.02% |
| Q2 2025 | 48.3K | $15M | +1.09% |
| Q1 2025 | 48.5K | $17M | +1.29% |
| Q4 2024 | 48.3K | $14M | +1.01% |
| Q3 2024 | 48.5K | $14M | +1.00% |
| Q2 2024 | 50.1K | $13M | +1.00% |
| Q1 2024 | 49.3K | $12M | +0.96% |
| Q4 2023 | 51.1K | $11M | +0.93% |
| Q3 2023 | 47.8K | $11M | +0.97% |
| Q2 2023 | 48.1K | $11M | +0.89% |
| Q1 2023 | 43.3K | $8M | +0.74% |
| Q4 2022 | 38.8K | $7M | +0.69% |
| Q3 2022 | 16.6K | $3M | +0.28% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Appleton Partners Inc/Ma’s full portfolio or all institutional holders of AJG.