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

BP’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 Q3	–	Sell	-5,096	Closed	-$714K	–	25
2021 Q2	$714K	Sell	5,096 -2,299	-31%	-$325K	0.03%	309
2021 Q1	$923K	Sell	7,395 -1,543	-17%	-$186K	0.03%	314
2020 Q4	$1.11M	Sell	8,938 -8,662	-49%	-$986K	0.03%	304
2020 Q3	$1.86M	Sell	17,600 -1,400	-7%	-$145K	0.05%	307
2020 Q2	$1.85M	Hold	19,000	–	–	0.07%	302
2020 Q1	$1.55M	Hold	19,000	–	–	0.07%	285
2019 Q4	$1.81M	Hold	19,000	–	–	0.06%	318
2019 Q3	$1.7M	Sell	19,000 -4,000	-17%	-$360K	0.06%	317
2019 Q2	$2.01M	Hold	23,000	–	–	0.07%	291
2019 Q1	$1.8M	Hold	23,000	–	–	0.07%	289
2018 Q4	$1.7M	Hold	23,000	–	–	0.07%	276
2018 Q3	$1.71M	Buy	+23,000	New	+$1.65M	0.05%	352
2018 Q1	–	Sell	-22,000	Closed	-$1.39M	–	425
2017 Q4	$1.39M	Hold	22,000	–	–	0.05%	371
2017 Q3	$1.35M	Hold	22,000	–	–	0.05%	364
2017 Q2	$1.26M	Hold	22,000	–	–	0.05%	357
2017 Q1	$1.24M	Hold	22,000	–	–	0.05%	357
2016 Q4	$1.14M	Hold	22,000	–	–	0.04%	391
2016 Q3	$1.12M	Buy	+22,000	New	+$1.09M	0.04%	370
2014 Q1	–	Sell	-200,000	Closed	-$9.39M	–	287
2013 Q4	$9.39M	Buy	+200,000	New	+$9.29M	0.34%	84

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

BP's AJG Position: Q3 2021 in Review

BP sold out of Arthur J. Gallagher & Co (AJG) in Q3 2021, closing a stake of 5,096 shares — an estimated $714K sold.

BP first reported a position in AJG in Q4 2013 and held it in 19 quarters. The position peaked at $9.39M in Q4 2013. 772 funds tracked by Wall St. Rank hold AJG as of Q3 2021.

BP reported no remaining Arthur J. Gallagher & Co position as of Q3 2021 after selling out during the quarter.
BP sold 5,096 Arthur J. Gallagher & Co shares in Q3 2021, an estimated $714K.
BP first reported a position in Arthur J. Gallagher & Co in Q4 2013 and held it in 19 quarters.
BP's Arthur J. Gallagher & Co position peaked at $9.39M in Q4 2013.
772 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2021.

Based on BP's 13F filing for Q3 2021, filed 10 Nov 2021.