AS
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Altshuler Shaham’s Arthur J. Gallagher & Co AJG Stock Holding History

Altshuler Shaham’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
Q4 		– Sell
-72
Closed -$20.3K – 367
2024
Q3 		$20.3K Sell
72
-9
-11% -$2.54K ﹤0.01% 190
2024
Q2 		$21K Buy
+81
New +$20.1K ﹤0.01% 169
2024
Q1 		– Sell
-302
Closed -$67.9K – 304
2023
Q4 		$67.9K Buy
+302
New +$71.5K ﹤0.01% 98
2022
Q4 		– Sell
-23
Closed -$4K – 459
2022
Q3 		$4K Sell
23
-9
-28% -$1.6K ﹤0.01% 412
2022
Q2 		$5K Sell
32
-5
-14% -$830 ﹤0.01% 401
2022
Q1 		$6K Sell
37
-7
-16% -$1.12K ﹤0.01% 479
2021
Q4 		$7K Sell
44
-4,406
-99% -$720K ﹤0.01% 514
2021
Q3 		$665K Buy
4,450
+2,154
+94% +$308K ﹤0.01% 188
2021
Q2 		$322K Buy
+2,296
New +$324K ﹤0.01% 233
2020
Q2 		– Sell
-76
Closed -$6K – 335
2020
Q1 		$6K Sell
76
-12
-14% -$1.15K ﹤0.01% 327
2019
Q4 		$8K Buy
88
+14
+19% +$1.28K ﹤0.01% 339
2019
Q3 		$7K Sell
74
-982
-93% -$88.3K ﹤0.01% 320
2019
Q2 		$92K Buy
1,056
+507
+92% +$42.3K ﹤0.01% 154
2019
Q1 		$43K Buy
+549
New +$42.3K ﹤0.01% 156
2018
Q1 		– Sell
-292
Closed -$18K – 204
2017
Q4 		$18K Buy
+292
New +$18.7K ﹤0.01% 132

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Altshuler Shaham's AJG Position: Q4 2024 in Review

Altshuler Shaham sold out of Arthur J. Gallagher & Co (AJG) in Q4 2024, closing a stake of 72 shares — an estimated $20.3K sold.

Altshuler Shaham first reported a position in AJG in Q4 2017 and held it in 15 quarters. The position peaked at $665K in Q3 2021. 1,324 funds tracked by Wall St. Rank hold AJG as of Q4 2024.

  • Altshuler Shaham reported no remaining Arthur J. Gallagher & Co position as of Q4 2024 after selling out during the quarter.
  • Altshuler Shaham sold 72 Arthur J. Gallagher & Co shares in Q4 2024, an estimated $20.3K.
  • Altshuler Shaham first reported a position in Arthur J. Gallagher & Co in Q4 2017 and held it in 15 quarters.
  • Altshuler Shaham's Arthur J. Gallagher & Co position peaked at $665K in Q3 2021.
  • 1,324 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2024.

Based on Altshuler Shaham's 13F filing for Q4 2024, filed 13 Feb 2025.