Boston Financial Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Boston Financial 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
2024 Q4	$27.9M	Buy	98,118 +859	+0.9%	+$250K	0.84%	37
2024 Q3	$27.4M	Buy	97,259 +260	+0.3%	+$73.3K	0.82%	38
2024 Q2	$25.2M	Sell	96,999 -129	-0.1%	-$32K	0.8%	40
2024 Q1	$24.3M	Buy	97,128 +1,204	+1%	+$289K	0.77%	41
2023 Q4	$21.6M	Buy	95,924 +1,055	+1%	+$250K	0.73%	43
2023 Q3	$21.6M	Buy	94,869 +1,078	+1%	+$241K	0.81%	40
2023 Q2	$20.6M	Buy	93,791 +3,091	+3%	+$643K	0.74%	39
2023 Q1	$17.4M	Buy	+90,700	New	+$17.2M	0.68%	43

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Boston Financial Management's AJG Position: Q4 2024 in Review

Boston Financial Management increased its Arthur J. Gallagher & Co (AJG) stake by 0.88% in Q4 2024, buying an estimated $250K and bringing the position to 98,118 shares worth $27.9M. The position accounts for 0.84% of the portfolio, ranked #37.

Boston Financial Management first reported a position in AJG in Q1 2023 and has held it in 8 quarters since. 1,325 funds tracked by Wall St. Rank hold AJG as of Q4 2024.

Boston Financial Management held 98,118 shares of Arthur J. Gallagher & Co worth $27.9M as of Q4 2024.
Boston Financial Management bought 859 Arthur J. Gallagher & Co shares in Q4 2024, an estimated $250K.
Arthur J. Gallagher & Co made up 0.84% of Boston Financial Management's portfolio in Q4 2024, its #37 holding.
Boston Financial Management first reported a position in Arthur J. Gallagher & Co in Q1 2023 and has held it in 8 quarters since.
1,325 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.