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Credential Qtrade Securities’s Arthur J. Gallagher & Co AJG Stock Holding History

Credential Qtrade Securities’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
2020
Q1 		– Sell
-137
Closed -$13K – 296
2019
Q4 		$13K Buy
+137
New +$12.5K ﹤0.01% 253

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Credential Qtrade Securities's AJG Position: Q1 2020 in Review

Credential Qtrade Securities sold out of Arthur J. Gallagher & Co (AJG) in Q1 2020, closing a stake of 137 shares — an estimated $13K sold.

Credential Qtrade Securities first reported a position in AJG in Q4 2019 and held it in 1 quarter. The position peaked at $13K in Q4 2019. 651 funds tracked by Wall St. Rank hold AJG as of Q1 2020.

  • Credential Qtrade Securities reported no remaining Arthur J. Gallagher & Co position as of Q1 2020 after selling out during the quarter.
  • Credential Qtrade Securities sold 137 Arthur J. Gallagher & Co shares in Q1 2020, an estimated $13K.
  • Credential Qtrade Securities first reported a position in Arthur J. Gallagher & Co in Q4 2019 and held it in 1 quarter.
  • Credential Qtrade Securities's Arthur J. Gallagher & Co position peaked at $13K in Q4 2019.
  • 651 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2020.

Based on Credential Qtrade Securities's 13F filing for Q1 2020, filed 21 Jul 2025.