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Bowling Portfolio Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Bowling Portfolio 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
2021
Q1 		– Sell
-8,532
Closed -$1.05M – 207
2020
Q4 		$1.05M Sell
8,532
-753
-8% -$85.8K 0.25% 128
2020
Q3 		$980K Buy
+9,285
New +$963K 0.22% 129

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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bowling Portfolio Management's AJG Position: Q1 2021 in Review

Bowling Portfolio Management sold out of Arthur J. Gallagher & Co (AJG) in Q1 2021, closing a stake of 8,532 shares — an estimated $1.05M sold.

Bowling Portfolio Management first reported a position in AJG in Q3 2020 and held it in 2 quarters. The position peaked at $1.05M in Q4 2020. 730 funds tracked by Wall St. Rank hold AJG as of Q1 2021.

  • Bowling Portfolio Management reported no remaining Arthur J. Gallagher & Co position as of Q1 2021 after selling out during the quarter.
  • Bowling Portfolio Management sold 8,532 Arthur J. Gallagher & Co shares in Q1 2021, an estimated $1.05M.
  • Bowling Portfolio Management first reported a position in Arthur J. Gallagher & Co in Q3 2020 and held it in 2 quarters.
  • Bowling Portfolio Management's Arthur J. Gallagher & Co position peaked at $1.05M in Q4 2020.
  • 730 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2021.

Based on Bowling Portfolio Management's 13F filing for Q1 2021, filed 19 Apr 2021.