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

Advisor Partners’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
2022 Q2	$1.44M	Buy	8,808 +3,844	+77%	+$638K	0.1%	212
2022 Q1	$867K	Sell	4,964 -515	-9%	-$82.1K	0.05%	344
2021 Q4	$930K	Buy	5,479 +131	+2%	+$21.4K	0.06%	322
2021 Q3	$795K	Sell	5,348 -761	-12%	-$109K	0.05%	343
2021 Q2	$856K	Buy	6,109 +46	+0.8%	+$6.5K	0.06%	326
2021 Q1	$757K	Buy	6,063 +538	+10%	+$64.9K	0.05%	356
2020 Q4	$684K	Buy	5,525 +462	+9%	+$52.6K	0.05%	353
2020 Q3	$535K	Buy	5,063 +13	+0.3%	+$1.35K	0.05%	370
2020 Q2	$492K	Buy	5,050 +122	+2%	+$10.8K	0.05%	369
2020 Q1	$401K	Buy	4,928 +1,071	+28%	+$103K	0.05%	363
2019 Q4	$370K	Sell	3,857 -11	-0.3%	-$1.01K	0.04%	417
2019 Q3	$346K	Buy	3,868 +161	+4%	+$14.5K	0.04%	419
2019 Q2	$325K	Buy	3,707 +109	+3%	+$9.1K	0.04%	437
2019 Q1	$281K	Buy	3,598 +385	+12%	+$29.7K	0.04%	470
2018 Q4	$237K	Buy	+3,213	New	+$240K	0.04%	477

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisor Partners's AJG Position: Q2 2022 in Review

Advisor Partners increased its Arthur J. Gallagher & Co (AJG) stake by 77% in Q2 2022, buying an estimated $638K and bringing the position to 8,808 shares worth $1.44M. The position accounts for 0.1% of the portfolio, ranked #212.

Advisor Partners first reported a position in AJG in Q4 2018 and has held it in 15 quarters since. 822 funds tracked by Wall St. Rank hold AJG as of Q2 2022.

Advisor Partners held 8,808 shares of Arthur J. Gallagher & Co worth $1.44M as of Q2 2022.
Advisor Partners bought 3,844 Arthur J. Gallagher & Co shares in Q2 2022, an estimated $638K.
Arthur J. Gallagher & Co made up 0.1% of Advisor Partners's portfolio in Q2 2022, its #212 holding.
Advisor Partners first reported a position in Arthur J. Gallagher & Co in Q4 2018 and has held it in 15 quarters since.
822 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.