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

Column Capital 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
2023 Q3	$53.1K	Hold	233	–	–	0.01%	317
2023 Q2	$51.2K	Hold	233	–	–	0.01%	319
2023 Q1	$44.6K	Sell	233 -47	-17%	-$8.92K	0.01%	340
2022 Q4	$52.8K	Sell	280 -140	-33%	-$26.2K	0.01%	290
2022 Q3	$72K	Hold	420	–	–	0.01%	229
2022 Q2	$68K	Hold	420	–	–	0.01%	234
2022 Q1	$73K	Sell	420 -406	-49%	-$64.7K	0.01%	240
2021 Q4	$140K	Buy	826 +406	+97%	+$66.3K	0.03%	159
2021 Q3	$62K	Hold	420	–	–	0.01%	239
2021 Q2	$59K	Hold	420	–	–	0.01%	250
2021 Q1	$52K	Hold	420	–	–	0.01%	260
2020 Q4	$52K	Hold	420	–	–	0.01%	261
2020 Q3	$44K	Hold	420	–	–	0.01%	264
2020 Q2	$40K	Buy	+420	New	+$37.2K	0.01%	281

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Column Capital Advisors's AJG Position: Q3 2023 in Review

Column Capital Advisors held its Arthur J. Gallagher & Co (AJG) position steady in Q3 2023 at 233 shares worth $53.1K. The position accounts for 0.01% of the portfolio, ranked #317.

Column Capital Advisors first reported a position in AJG in Q2 2020 and has held it in 14 quarters since. The position peaked at $140K in Q4 2021. 997 funds tracked by Wall St. Rank hold AJG as of Q3 2023.

Column Capital Advisors held 233 shares of Arthur J. Gallagher & Co worth $53.1K as of Q3 2023.
Column Capital Advisors left its Arthur J. Gallagher & Co share count unchanged in Q3 2023.
Arthur J. Gallagher & Co made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #317 holding.
Column Capital Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2020 and has held it in 14 quarters since.
Column Capital Advisors's Arthur J. Gallagher & Co position peaked at $140K in Q4 2021.
997 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.