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

Bison 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
2024
Q4 		– Sell
-4,036
Closed -$1.14M – 323
2024
Q3 		$1.14M Sell
4,036
-76
-2% -$21.4K 0.18% 124
2024
Q2 		$1.03M Hold
4,112
– – 0.17% 139
2024
Q1 		$1.03M Buy
4,112
+482
+13% +$116K 0.17% 139
2023
Q4 		$816K Buy
3,630
+907
+33% +$215K 0.14% 151
2023
Q3 		$621K Buy
2,723
+227
+9% +$50.8K 0.12% 181
2023
Q2 		$548K Buy
2,496
+116
+5% +$24.1K 0.1% 200
2023
Q1 		$516K Buy
+2,380
New +$452K 0.16% 149

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bison Wealth's AJG Position: Q4 2024 in Review

Bison Wealth sold out of Arthur J. Gallagher & Co (AJG) in Q4 2024, closing a stake of 4,036 shares — an estimated $1.14M sold.

Bison Wealth first reported a position in AJG in Q1 2023 and held it in 7 quarters. The position peaked at $1.14M in Q3 2024. 1,325 funds tracked by Wall St. Rank hold AJG as of Q4 2024.

  • Bison Wealth reported no remaining Arthur J. Gallagher & Co position as of Q4 2024 after selling out during the quarter.
  • Bison Wealth sold 4,036 Arthur J. Gallagher & Co shares in Q4 2024, an estimated $1.14M.
  • Bison Wealth first reported a position in Arthur J. Gallagher & Co in Q1 2023 and held it in 7 quarters.
  • Bison Wealth's Arthur J. Gallagher & Co position peaked at $1.14M in Q3 2024.
  • 1,325 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.