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Achmea Investment Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Achmea Investment 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
Q1 		– Sell
-2,908
Closed -$654K – 425
2023
Q4 		$654K Hold
2,908
– – 0.01% 431
2023
Q3 		$663K Sell
2,908
-796
-21% -$178K 0.01% 425
2023
Q2 		$813K Buy
3,704
+376
+11% +$78.2K 0.02% 448
2023
Q1 		$637K Hold
3,328
– – 0.02% 440
2022
Q4 		$588K Hold
3,328
– – 0.02% 471
2022
Q3 		$570K Buy
3,328
+3,131
+1,589% +$556K 0.02% 468
2022
Q2 		$32K Hold
197
– – ﹤0.01% 565
2022
Q1 		$34K Sell
197
-6,093
-97% -$971K ﹤0.01% 579
2021
Q4 		$1.07M Hold
6,290
– – 0.05% 240
2021
Q3 		$935K Sell
6,290
-6,703
-52% -$959K 0.03% 442
2021
Q2 		$1.82M Sell
12,993
-84
-0.6% -$11.9K 0.06% 339
2021
Q1 		$1.63M Buy
13,077
+1,970
+18% +$238K 0.06% 356
2020
Q4 		$1.37M Hold
11,107
– – 0.05% 364
2020
Q3 		$1.17M Buy
+11,107
New +$1.15M 0.05% 336
2019
Q2 		– Sell
-30,902
Closed -$2.41M – 521
2019
Q1 		$2.41M Hold
30,902
– – 0.1% 215
2018
Q4 		$2.28M Sell
30,902
-4,588
-13% -$343K 0.11% 207
2018
Q3 		$2.64M Sell
35,490
-7,896
-18% -$566K 0.1% 235
2018
Q2 		$2.83M Hold
43,386
– – 0.1% 239
2018
Q1 		$2.98M Hold
43,386
– – 0.1% 237
2017
Q4 		$2.74M Buy
43,386
+30,902
+248% +$1.97M 0.09% 255
2017
Q3 		$768K Hold
12,484
– – 0.04% 357
2017
Q2 		$714K Sell
12,484
-8,614
-41% -$487K 0.04% 365
2017
Q1 		$1.19M Buy
+21,098
New +$1.16M 0.06% 343

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Achmea Investment Management's AJG Position: Q1 2024 in Review

Achmea Investment Management sold out of Arthur J. Gallagher & Co (AJG) in Q1 2024, closing a stake of 2,908 shares — an estimated $654K sold.

Achmea Investment Management first reported a position in AJG in Q1 2017 and held it in 23 quarters. The position peaked at $2.98M in Q1 2018. 1,129 funds tracked by Wall St. Rank hold AJG as of Q1 2024.

  • Achmea Investment Management reported no remaining Arthur J. Gallagher & Co position as of Q1 2024 after selling out during the quarter.
  • Achmea Investment Management sold 2,908 Arthur J. Gallagher & Co shares in Q1 2024, an estimated $654K.
  • Achmea Investment Management first reported a position in Arthur J. Gallagher & Co in Q1 2017 and held it in 23 quarters.
  • Achmea Investment Management's Arthur J. Gallagher & Co position peaked at $2.98M in Q1 2018.
  • 1,129 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2024.

Based on Achmea Investment Management's 13F filing for Q1 2024, filed 8 May 2024.