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

Caitlin John’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 Q2	–	Sell	-42	Closed	-$10.5K	–	868
2024 Q1	$10.5K	Buy	42 +7	+20%	+$1.68K	0.01%	453
2023 Q4	$7.87K	Buy	+35	New	+$8.29K	0.01%	476

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Caitlin John's AJG Position: Q2 2024 in Review

Caitlin John sold out of Arthur J. Gallagher & Co (AJG) in Q2 2024, closing a stake of 42 shares — an estimated $10.5K sold.

Caitlin John first reported a position in AJG in Q4 2023 and held it in 2 quarters. The position peaked at $10.5K in Q1 2024. 1,148 funds tracked by Wall St. Rank hold AJG as of Q2 2024.

Caitlin John reported no remaining Arthur J. Gallagher & Co position as of Q2 2024 after selling out during the quarter.
Caitlin John sold 42 Arthur J. Gallagher & Co shares in Q2 2024, an estimated $10.5K.
Caitlin John first reported a position in Arthur J. Gallagher & Co in Q4 2023 and held it in 2 quarters.
Caitlin John's Arthur J. Gallagher & Co position peaked at $10.5K in Q1 2024.
1,148 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2024.

Based on Caitlin John's 13F filing for Q2 2024, filed 27 Jan 2025.