BMS Financial Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

BMS Financial 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
2023 Q2	$833K	Sell	3,792 -1,858	-33%	-$387K	0.54%	34
2023 Q1	$1.08M	Sell	5,650 -86	-1%	-$16.3K	0.75%	21
2022 Q4	$1.08M	Sell	5,736 -76	-1%	-$14.2K	0.72%	21
2022 Q3	$995K	Buy	5,812 +2,464	+74%	+$437K	0.7%	20
2022 Q2	$546K	Buy	3,348 +173	+5%	+$28.7K	0.36%	48
2022 Q1	$554K	Sell	3,175 -484	-13%	-$77.2K	0.35%	57
2021 Q4	$621K	Buy	+3,659	New	+$598K	0.4%	51

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

BMS Financial Advisors's AJG Position: Q2 2023 in Review

BMS Financial Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 33% in Q2 2023, selling an estimated $387K and leaving 3,792 shares worth $833K. The position accounts for 0.54% of the portfolio, ranked #34.

BMS Financial Advisors first reported a position in AJG in Q4 2021 and has held it in 7 quarters since. The position peaked at $1.08M in Q4 2022. 973 funds tracked by Wall St. Rank hold AJG as of Q2 2023.

BMS Financial Advisors held 3,792 shares of Arthur J. Gallagher & Co worth $833K as of Q2 2023.
BMS Financial Advisors sold 1,858 Arthur J. Gallagher & Co shares in Q2 2023, an estimated $387K.
Arthur J. Gallagher & Co made up 0.54% of BMS Financial Advisors's portfolio in Q2 2023, its #34 holding.
BMS Financial Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2021 and has held it in 7 quarters since.
BMS Financial Advisors's Arthur J. Gallagher & Co position peaked at $1.08M in Q4 2022.
973 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.