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

Brown 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
2024
Q3 		– Sell
-2,854
Closed -$740K – 127
2024
Q2 		$740K Buy
+2,854
New +$708K 0.33% 93

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brown Financial Advisors's AJG Position: Q3 2024 in Review

Brown Financial Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q3 2024, closing a stake of 2,854 shares — an estimated $740K sold.

Brown Financial Advisors first reported a position in AJG in Q2 2024 and held it in 1 quarter. The position peaked at $740K in Q2 2024. 1,199 funds tracked by Wall St. Rank hold AJG as of Q3 2024.

  • Brown Financial Advisors reported no remaining Arthur J. Gallagher & Co position as of Q3 2024 after selling out during the quarter.
  • Brown Financial Advisors sold 2,854 Arthur J. Gallagher & Co shares in Q3 2024, an estimated $740K.
  • Brown Financial Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2024 and held it in 1 quarter.
  • Brown Financial Advisors's Arthur J. Gallagher & Co position peaked at $740K in Q2 2024.
  • 1,199 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2024.

Based on Brown Financial Advisors's 13F filing for Q3 2024, filed 18 Nov 2024.