9258 Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

9258 Wealth Management’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
2024 Q3	$222K	Buy	+789	New	+$223K	0.03%	323

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

9258 Wealth Management's AJG Position: Q3 2024 in Review

9258 Wealth Management opened a new position in Arthur J. Gallagher & Co (AJG) in Q3 2024: 789 shares worth $222K. The stake represents 0.03% of the portfolio and ranks #323 among its holdings.

1,199 funds tracked by Wall St. Rank hold AJG as of Q3 2024.

9258 Wealth Management held 789 shares of Arthur J. Gallagher & Co worth $222K as of Q3 2024.
Arthur J. Gallagher & Co was a new 9258 Wealth Management position in Q3 2024.
Arthur J. Gallagher & Co made up 0.03% of 9258 Wealth Management's portfolio in Q3 2024, its #323 holding.
1,199 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.