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B. Riley Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

B. Riley Wealth Management’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 		$815 Hold
5,000
– – ﹤0.01% 330
2022
Q1 		$873K Hold
5,000
– – 0.07% 229
2021
Q4 		$848K Hold
5,000
– – 0.06% 256
2021
Q3 		$743K Buy
+5,000
New +$715K 0.06% 265

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

B. Riley Wealth Management's AJG Position: Q2 2022 in Review

B. Riley Wealth Management held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2022 at 5,000 shares worth $815. The position accounts for ﹤0.01% of the portfolio, ranked #330.

B. Riley Wealth Management first reported a position in AJG in Q3 2021 and has held it in 4 quarters since. The position peaked at $873K in Q1 2022. 821 funds tracked by Wall St. Rank hold AJG as of Q2 2022.

  • B. Riley Wealth Management held 5,000 shares of Arthur J. Gallagher & Co worth $815 as of Q2 2022.
  • B. Riley Wealth Management left its Arthur J. Gallagher & Co share count unchanged in Q2 2022.
  • Arthur J. Gallagher & Co made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #330 holding.
  • B. Riley Wealth Management first reported a position in Arthur J. Gallagher & Co in Q3 2021 and has held it in 4 quarters since.
  • B. Riley Wealth Management's Arthur J. Gallagher & Co position peaked at $873K in Q1 2022.
  • 821 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.