AG
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Advisor Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Advisor Group’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
2019
Q4 		$4.09M Buy
42,936
+1,193
+3% +$109K 0.03% 485
2019
Q3 		$3.74M Buy
41,743
+3,355
+9% +$302K 0.03% 515
2019
Q2 		$3.36M Sell
38,388
-5,318
-12% -$444K 0.03% 548
2019
Q1 		$3.41M Buy
43,706
+16,716
+62% +$1.29M 0.03% 495
2018
Q4 		$1.99M Buy
26,990
+2,472
+10% +$185K 0.02% 638
2018
Q3 		$1.83M Buy
24,518
+7,171
+41% +$514K 0.02% 677
2018
Q2 		$1.13M Buy
17,347
+7,419
+75% +$502K 0.02% 803
2018
Q1 		$684K Sell
9,928
-839
-8% -$56.6K 0.01% 1099
2017
Q4 		$684K Sell
10,767
-8,763
-45% -$560K 0.01% 1121
2017
Q3 		$1.2M Sell
19,530
-884
-4% -$52K 0.02% 711
2017
Q2 		$1.17M Sell
20,414
-794
-4% -$44.9K 0.02% 676
2017
Q1 		$1.2M Buy
21,208
+46
+0.2% +$2.54K 0.02% 628
2016
Q4 		$1.1M Buy
21,162
+7,804
+58% +$393K 0.02% 622
2016
Q3 		$681K Sell
13,358
-888
-6% -$43.8K 0.02% 811
2016
Q2 		$675K Buy
+14,246
New +$661K 0.02% 768

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MGIM
M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return

Advisor Group's AJG Position: Q4 2019 in Review

Advisor Group increased its Arthur J. Gallagher & Co (AJG) stake by 2.9% in Q4 2019, buying an estimated $109K and bringing the position to 42,936 shares worth $4.09M. The position accounts for 0.03% of the portfolio, ranked #485.

Advisor Group first reported a position in AJG in Q2 2016 and has held it in 15 quarters since. 674 funds tracked by Wall St. Rank hold AJG as of Q4 2019.

  • Advisor Group held 42,936 shares of Arthur J. Gallagher & Co worth $4.09M as of Q4 2019.
  • Advisor Group bought 1,193 Arthur J. Gallagher & Co shares in Q4 2019, an estimated $109K.
  • Arthur J. Gallagher & Co made up 0.03% of Advisor Group's portfolio in Q4 2019, its #485 holding.
  • Advisor Group first reported a position in Arthur J. Gallagher & Co in Q2 2016 and has held it in 15 quarters since.
  • 674 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.