BP
AJG icon

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

Banyan 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
2014
Q3 		$3.73M Buy
82,276
+41,216
+100% +$1.9M 0.32% 82
2014
Q2 		$1.91M Buy
41,060
+4,532
+12% +$207K 0.16% 155
2014
Q1 		$1.74M Sell
36,528
-876
-2% -$40.9K 0.15% 163
2013
Q4 		$1.75M Buy
37,404
+1,038
+3% +$48.2K 0.12% 176
2013
Q3 		$1.59M Buy
+36,366
New +$1.6M 0.14% 134

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Banyan Partners's AJG Position: Q3 2014 in Review

Banyan Partners increased its Arthur J. Gallagher & Co (AJG) stake by 100% in Q3 2014, buying an estimated $1.9M and bringing the position to 82,276 shares worth $3.73M. The position accounts for 0.32% of the portfolio, ranked #82.

Banyan Partners first reported a position in AJG in Q3 2013 and has held it in 5 quarters since. 363 funds tracked by Wall St. Rank hold AJG as of Q3 2014.

  • Banyan Partners held 82,276 shares of Arthur J. Gallagher & Co worth $3.73M as of Q3 2014.
  • Banyan Partners bought 41,216 Arthur J. Gallagher & Co shares in Q3 2014, an estimated $1.9M.
  • Arthur J. Gallagher & Co made up 0.32% of Banyan Partners's portfolio in Q3 2014, its #82 holding.
  • Banyan Partners first reported a position in Arthur J. Gallagher & Co in Q3 2013 and has held it in 5 quarters since.
  • 363 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.