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Cassady Schiller Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Cassady Schiller Wealth Management’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 		$5.39K Buy
+19
New +$5.53K ﹤0.01% 395
2022
Q1 		– Sell
-7
Closed -$1K – 123
2021
Q4 		$1K Buy
+7
New +$1.14K ﹤0.01% 420

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

Cassady Schiller Wealth Management's AJG Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Arthur J. Gallagher & Co (AJG) in Q4 2024: 19 shares worth $5.39K. The stake represents ﹤0.01% of the portfolio and ranks #395 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in AJG as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in AJG in Q4 2021 and has held it in 2 quarters since. 1,324 funds tracked by Wall St. Rank hold AJG as of Q4 2024.

  • Cassady Schiller Wealth Management held 19 shares of Arthur J. Gallagher & Co worth $5.39K as of Q4 2024.
  • Arthur J. Gallagher & Co was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #395 holding.
  • Cassady Schiller Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2021 and has held it in 2 quarters since.
  • 1,324 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.