BA
AJG icon

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

Broadview 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
2014
Q3 		– Sell
-46,775
Closed -$2.18M – 88
2014
Q2 		$2.18M Hold
46,775
– – 0.21% 79
2014
Q1 		$2.23M Sell
46,775
-2,025
-4% -$94.5K 0.22% 79
2013
Q4 		$2.29M Sell
48,800
-25
-0.1% -$1.16K 0.25% 74
2013
Q3 		$2.13M Hold
48,825
– – 0.25% 79
2013
Q2 		$2.13M Buy
+48,825
New +$2.11M 0.3% 77

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Broadview Advisors's AJG Position: Q3 2014 in Review

Broadview Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q3 2014, closing a stake of 46,775 shares — an estimated $2.18M sold.

Broadview Advisors first reported a position in AJG in Q2 2013 and held it in 5 quarters. The position peaked at $2.29M in Q4 2013. 365 funds tracked by Wall St. Rank hold AJG as of Q3 2014.

  • Broadview Advisors reported no remaining Arthur J. Gallagher & Co position as of Q3 2014 after selling out during the quarter.
  • Broadview Advisors sold 46,775 Arthur J. Gallagher & Co shares in Q3 2014, an estimated $2.18M.
  • Broadview Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2013 and held it in 5 quarters.
  • Broadview Advisors's Arthur J. Gallagher & Co position peaked at $2.29M in Q4 2013.
  • 365 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2014.

Based on Broadview Advisors's 13F filing for Q3 2014, filed 17 Nov 2014.