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Beverly Hills Private Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-1,415
Closed -$271K – 320
2023
Q1 		$271K Buy
1,415
+69
+5% +$13.1K 0.08% 231
2022
Q4 		$254K Buy
+1,346
New +$252K 0.11% 193

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beverly Hills Private Wealth's AJG Position: Q2 2023 in Review

Beverly Hills Private Wealth sold out of Arthur J. Gallagher & Co (AJG) in Q2 2023, closing a stake of 1,415 shares — an estimated $271K sold.

Beverly Hills Private Wealth first reported a position in AJG in Q4 2022 and held it in 2 quarters. The position peaked at $271K in Q1 2023. 973 funds tracked by Wall St. Rank hold AJG as of Q2 2023.

  • Beverly Hills Private Wealth reported no remaining Arthur J. Gallagher & Co position as of Q2 2023 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 1,415 Arthur J. Gallagher & Co shares in Q2 2023, an estimated $271K.
  • Beverly Hills Private Wealth first reported a position in Arthur J. Gallagher & Co in Q4 2022 and held it in 2 quarters.
  • Beverly Hills Private Wealth's Arthur J. Gallagher & Co position peaked at $271K in Q1 2023.
  • 973 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2023.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2023, filed 10 Aug 2023.