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

Capital Performance 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
Q4 		– Sell
-14
Closed -$3.98K – 249
2024
Q3 		$3.98K Buy
+14
New +$3.95K ﹤0.01% 1210

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

Capital Performance Advisors's AJG Position: Q4 2024 in Review

Capital Performance Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q4 2024, closing a stake of 14 shares — an estimated $3.98K sold.

Capital Performance Advisors first reported a position in AJG in Q3 2024 and held it in 1 quarter. The position peaked at $3.98K in Q3 2024. 1,324 funds tracked by Wall St. Rank hold AJG as of Q4 2024.

  • Capital Performance Advisors reported no remaining Arthur J. Gallagher & Co position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 14 Arthur J. Gallagher & Co shares in Q4 2024, an estimated $3.98K.
  • Capital Performance Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Arthur J. Gallagher & Co position peaked at $3.98K in Q3 2024.
  • 1,324 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.