DoubleLine ETF Adviser’s Arthur J. Gallagher & Co AJG Stock Holding History

DoubleLine ETF Adviser’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	-3,467	Closed	-$976K	–	155
2024 Q3	$976K	Sell	3,467 -220	-6%	-$62K	0.24%	101
2024 Q2	$956K	Sell	3,687 -111	-3%	-$27.5K	0.25%	91
2024 Q1	$950K	Buy	3,798 +203	+6%	+$48.8K	0.24%	98
2023 Q4	$808K	Buy	3,595 +276	+8%	+$65.4K	0.23%	100
2023 Q3	$757K	Buy	3,319 +190	+6%	+$42.5K	0.27%	80
2023 Q2	$687K	Buy	3,129 +728	+30%	+$151K	0.25%	89
2023 Q1	$459K	Sell	2,401 -574	-19%	-$109K	0.2%	108
2022 Q4	$561K	Buy	+2,975	New	+$556K	0.29%	91

Other funds holding AJG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

DoubleLine ETF Adviser's AJG Position: Q4 2024 in Review

DoubleLine ETF Adviser sold out of Arthur J. Gallagher & Co (AJG) in Q4 2024, closing a stake of 3,467 shares — an estimated $976K sold.

DoubleLine ETF Adviser first reported a position in AJG in Q4 2022 and held it in 8 quarters. The position peaked at $976K in Q3 2024. 1,324 funds tracked by Wall St. Rank hold AJG as of Q4 2024.

DoubleLine ETF Adviser reported no remaining Arthur J. Gallagher & Co position as of Q4 2024 after selling out during the quarter.
DoubleLine ETF Adviser sold 3,467 Arthur J. Gallagher & Co shares in Q4 2024, an estimated $976K.
DoubleLine ETF Adviser first reported a position in Arthur J. Gallagher & Co in Q4 2022 and held it in 8 quarters.
DoubleLine ETF Adviser's Arthur J. Gallagher & Co position peaked at $976K in Q3 2024.
1,324 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2024.

Based on DoubleLine ETF Adviser's 13F filing for Q4 2024, filed 14 Feb 2025.