Berman Capital Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Berman Capital 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
2021 Q3	$71K	Buy	482 +164	+52%	+$23.5K	0.01%	544
2021 Q2	$44K	Buy	318 +53	+20%	+$7.49K	0.01%	628
2021 Q1	$33K	Buy	265 +9	+4%	+$1.09K	0.01%	617
2020 Q4	$31K	Hold	256	–	–	0.01%	546
2020 Q3	$27K	Sell	256 -3	-1%	-$311	0.01%	500
2020 Q2	$25K	Buy	259 +41	+19%	+$3.63K	0.01%	477
2020 Q1	$17K	Buy	218 +15	+7%	+$1.44K	0.01%	531
2019 Q4	$19K	Buy	203 +1	+0.5%	+$92	0.01%	542
2019 Q3	$18K	Hold	202	–	–	0.01%	532
2019 Q2	$17K	Hold	202	–	–	0.01%	557
2019 Q1	$15K	Hold	202	–	–	0.01%	520
2018 Q4	$14K	Buy	+202	New	+$15.1K	0.01%	445

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Berman Capital Advisors's AJG Position: Q3 2021 in Review

Berman Capital Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 52% in Q3 2021, buying an estimated $23.5K and bringing the position to 482 shares worth $71K. The position accounts for 0.01% of the portfolio, ranked #544.

Berman Capital Advisors first reported a position in AJG in Q4 2018 and has held it in 12 quarters since. 773 funds tracked by Wall St. Rank hold AJG as of Q3 2021.

Berman Capital Advisors held 482 shares of Arthur J. Gallagher & Co worth $71K as of Q3 2021.
Berman Capital Advisors bought 164 Arthur J. Gallagher & Co shares in Q3 2021, an estimated $23.5K.
Arthur J. Gallagher & Co made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #544 holding.
Berman Capital Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2018 and has held it in 12 quarters since.
773 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.