Castleview Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Castleview Partners’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	-29	Closed	-$7.52K	–	556
2024 Q2	$7.52K	Buy	29 +8	+38%	+$1.99K	﹤0.01%	565
2024 Q1	$5.25K	Hold	21	–	–	﹤0.01%	628
2023 Q4	$4.72K	Hold	21	–	–	﹤0.01%	588
2023 Q3	$4.79K	Hold	21	–	–	﹤0.01%	490
2023 Q2	$4.61K	Hold	21	–	–	﹤0.01%	516
2023 Q1	$4.02K	Hold	21	–	–	﹤0.01%	516
2022 Q4	$3.96K	Hold	21	–	–	﹤0.01%	460
2022 Q3	$4K	Buy	21 +20	+2,000%	+$3.55K	﹤0.01%	461
2022 Q2	$8	Sell	1 -20	-95%	-$3.32K	﹤0.01%	759
2022 Q1	$3K	Sell	21 -16,776	-100%	-$2.67M	﹤0.01%	604
2021 Q4	$99	Buy	+16,797	New	+$2.74M	﹤0.01%	806
2021 Q2	$13K	Buy	+90	New	+$12.7K	0.01%	627

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

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

Norges Bank Oslo, Norway $935B AUM

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

Castleview Partners's AJG Position: Q3 2024 in Review

Castleview Partners sold out of Arthur J. Gallagher & Co (AJG) in Q3 2024, closing a stake of 29 shares — an estimated $7.52K sold.

Castleview Partners first reported a position in AJG in Q2 2021 and held it in 12 quarters. The position peaked at $13K in Q2 2021. 1,199 funds tracked by Wall St. Rank hold AJG as of Q3 2024.

Castleview Partners reported no remaining Arthur J. Gallagher & Co position as of Q3 2024 after selling out during the quarter.
Castleview Partners sold 29 Arthur J. Gallagher & Co shares in Q3 2024, an estimated $7.52K.
Castleview Partners first reported a position in Arthur J. Gallagher & Co in Q2 2021 and held it in 12 quarters.
Castleview Partners's Arthur J. Gallagher & Co position peaked at $13K in Q2 2021.
1,199 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.