Duality Advisers’s Arthur J. Gallagher & Co AJG Stock Holding History

Duality Advisers’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 Q2	–	Sell	-16,520	Closed	-$4.13M	–	19
2024 Q1	$4.13M	Buy	+16,520	New	+$3.97M	0.41%	58
2023 Q1	–	Sell	-28,152	Closed	-$5.31M	–	536
2022 Q4	$5.31M	Buy	28,152 +25,049	+807%	+$4.68M	0.6%	8
2022 Q3	$531K	Sell	3,103 -9,576	-76%	-$1.7M	0.06%	407
2022 Q2	$2.07M	Buy	12,679 +11,159	+734%	+$1.85M	0.2%	187
2022 Q1	$265K	Sell	1,520 -22,980	-94%	-$3.66M	0.03%	570
2021 Q4	$4.16M	Buy	+24,500	New	+$4M	0.45%	56
2021 Q3	–	Sell	-7,036	Closed	-$986K	–	509
2021 Q2	$986K	Buy	7,036 +1,740	+33%	+$246K	0.09%	337
2021 Q1	$661K	Buy	+5,296	New	+$639K	0.06%	411
2020 Q4	–	Sell	-11,480	Closed	-$1.21M	–	534
2020 Q3	$1.21M	Buy	+11,480	New	+$1.19M	0.08%	328
2020 Q1	–	Sell	-3,385	Closed	-$322K	–	12
2019 Q4	$322K	Sell	3,385 -22,025	-87%	-$2.02M	0.02%	344
2019 Q3	$2.28M	Buy	+25,410	New	+$2.28M	0.13%	195

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Duality Advisers's AJG Position: Q2 2024 in Review

Duality Advisers sold out of Arthur J. Gallagher & Co (AJG) in Q2 2024, closing a stake of 16,520 shares — an estimated $4.13M sold.

Duality Advisers first reported a position in AJG in Q3 2019 and held it in 11 quarters. The position peaked at $5.31M in Q4 2022. 1,148 funds tracked by Wall St. Rank hold AJG as of Q2 2024.

Duality Advisers reported no remaining Arthur J. Gallagher & Co position as of Q2 2024 after selling out during the quarter.
Duality Advisers sold 16,520 Arthur J. Gallagher & Co shares in Q2 2024, an estimated $4.13M.
Duality Advisers first reported a position in Arthur J. Gallagher & Co in Q3 2019 and held it in 11 quarters.
Duality Advisers's Arthur J. Gallagher & Co position peaked at $5.31M in Q4 2022.
1,148 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.