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

BerganKDV 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
2023 Q2	$136K	Hold	618	–	–	0.01%	267
2023 Q1	$118K	Hold	618	–	–	0.01%	296
2022 Q4	$117K	Hold	618	–	–	0.01%	288
2022 Q3	$106K	Hold	618	–	–	0.01%	278
2022 Q2	$101K	Hold	618	–	–	0.01%	299
2022 Q1	$108K	Sell	618 -316	-34%	-$50.4K	0.01%	303
2021 Q4	$158K	Buy	934 +316	+51%	+$51.6K	0.02%	281
2021 Q3	$92K	Hold	618	–	–	0.01%	333
2021 Q2	$87K	Hold	618	–	–	0.01%	324
2021 Q1	$77K	Hold	618	–	–	0.01%	325
2020 Q4	$76K	Hold	618	–	–	0.01%	306
2020 Q3	$65K	Sell	618 -96	-13%	-$9.96K	0.01%	308
2020 Q2	$70K	Buy	714 +96	+16%	+$8.5K	0.01%	311
2020 Q1	$50K	Hold	618	–	–	0.01%	319
2019 Q4	$59K	Hold	618	–	–	0.01%	327
2019 Q3	$55K	Hold	618	–	–	0.01%	319
2019 Q2	$54K	Hold	618	–	–	0.01%	318
2019 Q1	$48K	Hold	618	–	–	0.01%	341
2018 Q4	$46K	Hold	618	–	–	0.01%	305
2018 Q3	$46K	Hold	618	–	–	0.01%	333
2018 Q2	$40K	Buy	+618	New	+$41.9K	0.01%	344

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BerganKDV Wealth Management's AJG Position: Q2 2023 in Review

BerganKDV Wealth Management held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2023 at 618 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #267.

BerganKDV Wealth Management first reported a position in AJG in Q2 2018 and has held it in 21 quarters since. The position peaked at $158K in Q4 2021. 973 funds tracked by Wall St. Rank hold AJG as of Q2 2023.

BerganKDV Wealth Management held 618 shares of Arthur J. Gallagher & Co worth $136K as of Q2 2023.
BerganKDV Wealth Management left its Arthur J. Gallagher & Co share count unchanged in Q2 2023.
Arthur J. Gallagher & Co made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #267 holding.
BerganKDV Wealth Management first reported a position in Arthur J. Gallagher & Co in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's Arthur J. Gallagher & Co position peaked at $158K in Q4 2021.
973 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.