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

Criterion 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
2024
Q4 		$15.6K Hold
60
– – 0.01% 215
2024
Q3 		$15.6K Hold
60
– – 0.01% 215
2024
Q2 		$15.6K Buy
60
+45
+300% +$11.2K 0.01% 215
2024
Q1 		$3.75K Buy
15
+2
+15% +$481 ﹤0.01% 296
2023
Q4 		$2.92K Buy
+13
New +$3.08K ﹤0.01% 317

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

Criterion Capital Advisors's AJG Position: Q4 2024 in Review

Criterion Capital Advisors held its Arthur J. Gallagher & Co (AJG) position steady in Q4 2024 at 60 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #215.

Criterion Capital Advisors first reported a position in AJG in Q4 2023 and has held it in 5 quarters since. 1,324 funds tracked by Wall St. Rank hold AJG as of Q4 2024.

  • Criterion Capital Advisors held 60 shares of Arthur J. Gallagher & Co worth $15.6K as of Q4 2024.
  • Criterion Capital Advisors left its Arthur J. Gallagher & Co share count unchanged in Q4 2024.
  • Arthur J. Gallagher & Co made up 0.01% of Criterion Capital Advisors's portfolio in Q4 2024, its #215 holding.
  • Criterion Capital Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 5 quarters since.
  • 1,324 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.