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

Allegis 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
2018
Q1 		$545K Buy
7,933
+560
+8% +$37.8K 0.17% 126
2017
Q4 		$467K Buy
7,373
+1,331
+22% +$85K 0.14% 158
2017
Q3 		$372K Buy
6,042
+2,069
+52% +$122K 0.09% 184
2017
Q2 		$227K Buy
+3,973
New +$225K 0.06% 237

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Allegis Investment Advisors's AJG Position: Q1 2018 in Review

Allegis Investment Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 7.6% in Q1 2018, buying an estimated $37.8K and bringing the position to 7,933 shares worth $545K. The position accounts for 0.17% of the portfolio, ranked #126.

Allegis Investment Advisors first reported a position in AJG in Q2 2017 and has held it in 4 quarters since. 604 funds tracked by Wall St. Rank hold AJG as of Q1 2018.

  • Allegis Investment Advisors held 7,933 shares of Arthur J. Gallagher & Co worth $545K as of Q1 2018.
  • Allegis Investment Advisors bought 560 Arthur J. Gallagher & Co shares in Q1 2018, an estimated $37.8K.
  • Arthur J. Gallagher & Co made up 0.17% of Allegis Investment Advisors's portfolio in Q1 2018, its #126 holding.
  • Allegis Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2017 and has held it in 4 quarters since.
  • 604 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2018.

Based on Allegis Investment Advisors's 13F filing for Q1 2018, filed 24 Apr 2018.