DCM
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Donaldson Capital Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Donaldson Capital Management’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
Q4 		– Sell
-1,079
Closed -$246K – 216
2023
Q3 		$246K Sell
1,079
-6
-0.6% -$1.34K 0.01% 205
2023
Q2 		$238K Buy
+1,085
New +$226K 0.01% 214
2014
Q2 		– Sell
-4,298
Closed -$204K – 143
2014
Q1 		$204K Sell
4,298
-1,025
-19% -$47.8K 0.04% 108
2013
Q4 		$250K Sell
5,323
-225
-4% -$10.4K 0.05% 90
2013
Q3 		$242K Sell
5,548
-775
-12% -$34K 0.05% 89
2013
Q2 		$276K Buy
+6,323
New +$274K 0.06% 80

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return