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Crestmont Private Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

Crestmont Private Wealth’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
Q4 		– Sell
-781
Closed -$220K – 78
2024
Q3 		$220K Buy
+781
New +$220K 0.1% 91

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Crestmont Private Wealth's AJG Position: Q4 2024 in Review

Crestmont Private Wealth sold out of Arthur J. Gallagher & Co (AJG) in Q4 2024, closing a stake of 781 shares — an estimated $220K sold.

Crestmont Private Wealth first reported a position in AJG in Q3 2024 and held it in 1 quarter. The position peaked at $220K in Q3 2024. 1,324 funds tracked by Wall St. Rank hold AJG as of Q4 2024.

  • Crestmont Private Wealth reported no remaining Arthur J. Gallagher & Co position as of Q4 2024 after selling out during the quarter.
  • Crestmont Private Wealth sold 781 Arthur J. Gallagher & Co shares in Q4 2024, an estimated $220K.
  • Crestmont Private Wealth first reported a position in Arthur J. Gallagher & Co in Q3 2024 and held it in 1 quarter.
  • Crestmont Private Wealth's Arthur J. Gallagher & Co position peaked at $220K in Q3 2024.
  • 1,324 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2024.

Based on Crestmont Private Wealth's 13F filing for Q4 2024, filed 14 Jan 2025.