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

Cetera 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 Q1	$3.48M	Buy	13,926 +7,415	+114%	+$1.78M	0.03%	586
2023 Q4	$1.46M	Buy	6,511 +3,550	+120%	+$841K	0.02%	617
2023 Q3	$675K	Buy	2,961 +136	+5%	+$30.4K	0.01%	901
2023 Q2	$620K	Buy	2,825 +109	+4%	+$22.7K	0.01%	943
2023 Q1	$520K	Buy	2,716 +274	+11%	+$52K	0.01%	994
2022 Q4	$460K	Buy	+2,442	New	+$457K	0.01%	1020
2018 Q1	–	Sell	-4,986	Closed	-$315K	–	781
2017 Q4	$315K	Sell	4,986 -1	-0%	-$64	0.02%	573
2017 Q3	$304K	Buy	+4,987	New	+$293K	0.02%	601

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Cetera Advisors's AJG Position: Q1 2024 in Review

Cetera Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 114% in Q1 2024, buying an estimated $1.78M and bringing the position to 13,926 shares worth $3.48M. The position accounts for 0.03% of the portfolio, ranked #586.

Cetera Advisors first reported a position in AJG in Q3 2017 and has held it in 8 quarters since. 1,129 funds tracked by Wall St. Rank hold AJG as of Q1 2024.

Cetera Advisors held 13,926 shares of Arthur J. Gallagher & Co worth $3.48M as of Q1 2024.
Cetera Advisors bought 7,415 Arthur J. Gallagher & Co shares in Q1 2024, an estimated $1.78M.
Arthur J. Gallagher & Co made up 0.03% of Cetera Advisors's portfolio in Q1 2024, its #586 holding.
Cetera Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2017 and has held it in 8 quarters since.
1,129 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.