Arthur J. Gallagher & Co.

Caldwell Trust Co AJG

Report date

12/31/2025

Quarter

2025 Q4

Filed

1/30/2026

Shares

2,458

Value ($000)

636

Weight

0.1%

2019 Q4 - 2025 Q4 (25 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	1/30/2026	636	0.1%	2,458	12/31/2025
2025 Q3	10/23/2025	599	0.1%	1,935	9/30/2025
2025 Q2	9/22/2025	640	0.1%	1,998	6/30/2025
2025 Q1	9/23/2025	671	0.1%	1,944	3/31/2025
2024 Q4	9/24/2025	477	0.0%	1,680	12/31/2024
2024 Q3	9/24/2025	433	0.0%	1,538	9/30/2024
2024 Q2	9/24/2025	364	0.0%	1,402	6/30/2024
2024 Q1	9/24/2025	343	0.0%	1,370	3/31/2024
2023 Q4	10/1/2025	246	0.0%	1,096	12/31/2023
2023 Q3	10/1/2025	237	0.0%	1,041	9/30/2023
2023 Q2	10/1/2025	168	0.0%	766	6/30/2023
2023 Q1	10/1/2025	99	0.0%	520	3/31/2023
2022 Q4	10/1/2025	85	0.0%	450	12/31/2022
2022 Q3	10/1/2025	77	0.0%	450	9/30/2022
2022 Q2	10/2/2025	73	0.0%	450	6/30/2022
2022 Q1	10/2/2025	79	0.0%	450	3/31/2022
2021 Q4	10/2/2025	76	0.0%	450	12/31/2021
2021 Q3	10/2/2025	134	0.0%	900	9/30/2021
2021 Q2	10/2/2025	126	0.0%	900	6/30/2021
2021 Q1	10/2/2025	112	0.0%	900	3/31/2021
2020 Q4	10/2/2025	111	0.0%	900	12/31/2020
2020 Q3	10/2/2025	95	0.0%	900	9/30/2020
2020 Q2	10/2/2025	88	0.0%	900	6/30/2020
2020 Q1	10/2/2025	73	0.0%	900	3/31/2020
2019 Q4	10/6/2025	86	0.0%	900	12/31/2019