Doyle Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Doyle Wealth 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
2022 Q3	$246K	Hold	1,439	–	–	0.02%	183
2022 Q2	$235K	Buy	1,439 +8	+0.6%	+$1.33K	0.02%	193
2022 Q1	$250K	Hold	1,431	–	–	0.02%	212
2021 Q4	$243K	Buy	+1,431	New	+$234K	0.02%	206
2019 Q3	–	Sell	-1,424	Closed	-$125K	–	219
2019 Q2	$125K	Buy	+1,424	New	+$119K	0.02%	246
2019 Q1	–	Sell	-1,400	Closed	-$103K	–	211
2018 Q4	$103K	Buy	+1,400	New	+$105K	0.02%	246
2018 Q3	–	Sell	-3,300	Closed	-$215K	–	194
2018 Q2	$215K	Hold	3,300	–	–	0.04%	170
2018 Q1	$227K	Hold	3,300	–	–	0.04%	153
2017 Q4	$209K	Hold	3,300	–	–	0.04%	163
2017 Q3	$203K	Buy	+3,300	New	+$194K	0.04%	146

Other funds holding AJG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Doyle Wealth Management's AJG Position: Q3 2022 in Review

Doyle Wealth Management held its Arthur J. Gallagher & Co (AJG) position steady in Q3 2022 at 1,439 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #183.

Doyle Wealth Management first reported a position in AJG in Q3 2017 and has held it in 10 quarters since. The position peaked at $250K in Q1 2022. 865 funds tracked by Wall St. Rank hold AJG as of Q3 2022.

Doyle Wealth Management held 1,439 shares of Arthur J. Gallagher & Co worth $246K as of Q3 2022.
Doyle Wealth Management left its Arthur J. Gallagher & Co share count unchanged in Q3 2022.
Arthur J. Gallagher & Co made up 0.02% of Doyle Wealth Management's portfolio in Q3 2022, its #183 holding.
Doyle Wealth Management first reported a position in Arthur J. Gallagher & Co in Q3 2017 and has held it in 10 quarters since.
Doyle Wealth Management's Arthur J. Gallagher & Co position peaked at $250K in Q1 2022.
865 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.