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Edge Capital Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Edge Capital Group’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 		$590K Sell
325
-2,060
-86% -$599K 0.03% 197
2024
Q3 		$671K Sell
2,385
-21
-0.9% -$5.92K 0.03% 198
2024
Q2 		$624K Hold
2,406
– – 0.03% 196
2024
Q1 		$602K Sell
2,406
-40
-2% -$9.62K 0.03% 199
2023
Q4 		$550K Buy
2,446
+652
+36% +$154K 0.03% 199
2023
Q3 		$409K Hold
1,794
– – 0.03% 204
2023
Q2 		$394K Buy
+1,794
New +$373K 0.02% 233

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

Edge Capital Group's AJG Position: Q4 2024 in Review

Edge Capital Group reduced its Arthur J. Gallagher & Co (AJG) stake by 86% in Q4 2024, selling an estimated $599K and leaving 325 shares worth $590K. The position accounts for 0.03% of the portfolio, ranked #197.

Edge Capital Group first reported a position in AJG in Q2 2023 and has held it in 7 quarters since. The position peaked at $671K in Q3 2024. 1,324 funds tracked by Wall St. Rank hold AJG as of Q4 2024.

  • Edge Capital Group held 325 shares of Arthur J. Gallagher & Co worth $590K as of Q4 2024.
  • Edge Capital Group sold 2,060 Arthur J. Gallagher & Co shares in Q4 2024, an estimated $599K.
  • Arthur J. Gallagher & Co made up 0.03% of Edge Capital Group's portfolio in Q4 2024, its #197 holding.
  • Edge Capital Group first reported a position in Arthur J. Gallagher & Co in Q2 2023 and has held it in 7 quarters since.
  • Edge Capital Group's Arthur J. Gallagher & Co position peaked at $671K in Q3 2024.
  • 1,324 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.