Alera Investment Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Alera Investment Advisors’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	$527K	Sell	1,874 -23	-1%	-$6.49K	0.06%	131
2024 Q2	$492K	Sell	1,897 -2,324	-55%	-$577K	0.06%	133
2024 Q1	$1.06M	Sell	4,221 -12	-0.3%	-$2.88K	0.14%	57
2023 Q4	$952K	Sell	4,233 -82	-2%	-$19.4K	0.12%	62
2023 Q3	$984K	Sell	4,315 -13	-0.3%	-$2.91K	0.16%	51
2023 Q2	$950K	Buy	4,328 +202	+5%	+$42K	0.2%	56
2023 Q1	$789K	Buy	4,126 +59	+1%	+$11.2K	0.18%	64
2022 Q4	$767K	Sell	4,067 -27	-0.7%	-$5.05K	0.18%	64
2022 Q3	$701K	Buy	+4,094	New	+$727K	0.2%	67
2019 Q2	–	Sell	-54	Closed	-$4K	–	105
2019 Q1	$4K	Hold	54	–	–	﹤0.01%	667
2018 Q4	$4K	Buy	+54	New	+$4.03K	﹤0.01%	625

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

Alera Investment Advisors's AJG Position: Q3 2024 in Review

Alera Investment Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 1.2% in Q3 2024, selling an estimated $6.49K and leaving 1,874 shares worth $527K. The position accounts for 0.06% of the portfolio, ranked #131.

Alera Investment Advisors first reported a position in AJG in Q4 2018 and has held it in 11 quarters since. The position peaked at $1.06M in Q1 2024. 1,200 funds tracked by Wall St. Rank hold AJG as of Q3 2024.

Alera Investment Advisors held 1,874 shares of Arthur J. Gallagher & Co worth $527K as of Q3 2024.
Alera Investment Advisors sold 23 Arthur J. Gallagher & Co shares in Q3 2024, an estimated $6.49K.
Arthur J. Gallagher & Co made up 0.06% of Alera Investment Advisors's portfolio in Q3 2024, its #131 holding.
Alera Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2018 and has held it in 11 quarters since.
Alera Investment Advisors's Arthur J. Gallagher & Co position peaked at $1.06M in Q1 2024.
1,200 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.