AJG GALLAGHER ARTHUR J & CO

Ownership history in KG&L Capital Management,LLC  ·  23 quarters on record

AI Ownership Summary

KG&L Capital Management,LLC reported GALLAGHER ARTHUR J & CO (AJG) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.75% in 2025 Q1. The latest visible filing shows AJG at 1.69% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AJG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KG&L Capital Management,LLC's position in GALLAGHER ARTHUR J & CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AJG was reported at 1.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.75% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How KG&L Capital Management,LLC held AJG — position size vs. price
% of Fund (quarterly)    AJG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 26,376 +1,237 +4.9% 1.69% $6.8M 2026-02-14 (Est.) $207.81
2025 Q3 ADDED 25,139 +170 +0.7% 2.08% $7.8M 2025-10-22 $281.43
2025 Q2 ADDED 24,969 +355 +1.4% 2.36% $8.0M 2025-07-17 $311.45
2025 Q1 REDUCED 24,614 -55 -0.2% 2.75% $8.5M 2025-04-23 $328.54
2024 Q4 UNCHANGED 24,669 0% 2.25% $7.0M 2025-01-24 $286.12
2024 Q3 UNCHANGED 24,669 0% 2.24% $6.9M 2024-10-29 $281.23
2024 Q2 REDUCED 24,669 -55 -0.2% 2.21% $6.4M 2024-07-23 $268.94
2024 Q1 REDUCED 24,724 -692 -2.7% 2.46% $6.2M 2024-04-25 $232.68
2023 Q4 ADDED 25,416 +825 +3.4% 2.39% $5.7M 2024-01-24 $234.19
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About KG&L Capital Management,LLC and AJG

These are the practical questions this page is built to answer before you even open the full history table.

How long has KG&L Capital Management,LLC reported owning AJG?

KG&L Capital Management,LLC reported AJG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AJG position in KG&L Capital Management,LLC's portfolio?

The largest reported portfolio weight for AJG was 2.75% in 2025 Q1.

What is the latest reported AJG position on this page?

The most recent filing on this page is 2025 Q4, when KG&L Capital Management,LLC reported 26,376 shares, equal to 1.69% of portfolio, with an estimated market value of $6.8M.

What does the chart on this AJG ownership page compare?

The chart compares KG&L Capital Management,LLC's quarterly AJG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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