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

Clarkston Capital 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 Q1	–	Sell	-1,000	Closed	-$225K	–	155
2023 Q4	$225K	Hold	1,000	–	–	﹤0.01%	135
2023 Q3	$228K	Sell	1,000 -1,000	-50%	-$224K	﹤0.01%	137
2023 Q2	$439K	Hold	2,000	–	–	0.01%	120
2023 Q1	$383K	Hold	2,000	–	–	0.01%	126
2022 Q4	$377K	Hold	2,000	–	–	0.01%	136
2022 Q3	$342K	Hold	2,000	–	–	0.01%	139
2022 Q2	$326K	Hold	2,000	–	–	0.01%	147
2022 Q1	$349K	Hold	2,000	–	–	0.01%	146
2021 Q4	$339K	Hold	2,000	–	–	0.01%	132
2021 Q3	$297K	Hold	2,000	–	–	0.01%	125
2021 Q2	$280K	Hold	2,000	–	–	0.01%	126
2021 Q1	$250K	Buy	+2,000	New	+$241K	﹤0.01%	136
2014 Q2	–	Sell	-29,355	Closed	-$1.4M	–	132
2014 Q1	$1.4M	Buy	29,355 +2,250	+8%	+$105K	0.28%	77
2013 Q4	$1.27M	Buy	27,105 +3,368	+14%	+$156K	0.5%	54
2013 Q3	$1.04M	Buy	23,737 +1,182	+5%	+$51.9K	0.5%	55
2013 Q2	$985K	Buy	+22,555	New	+$976K	0.55%	51

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

Clarkston Capital Partners's AJG Position: Q1 2024 in Review

Clarkston Capital Partners sold out of Arthur J. Gallagher & Co (AJG) in Q1 2024, closing a stake of 1,000 shares — an estimated $225K sold.

Clarkston Capital Partners first reported a position in AJG in Q2 2013 and held it in 16 quarters. The position peaked at $1.4M in Q1 2014. 1,130 funds tracked by Wall St. Rank hold AJG as of Q1 2024.

Clarkston Capital Partners reported no remaining Arthur J. Gallagher & Co position as of Q1 2024 after selling out during the quarter.
Clarkston Capital Partners sold 1,000 Arthur J. Gallagher & Co shares in Q1 2024, an estimated $225K.
Clarkston Capital Partners first reported a position in Arthur J. Gallagher & Co in Q2 2013 and held it in 16 quarters.
Clarkston Capital Partners's Arthur J. Gallagher & Co position peaked at $1.4M in Q1 2014.
1,130 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2024.

Based on Clarkston Capital Partners's 13F filing for Q1 2024, filed 14 May 2024.