EI
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Elkhorn Investments’s Arthur J. Gallagher & Co AJG Stock Holding History

Elkhorn Investments’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
2017
Q4 		$2.02M Buy
32,546
+8,152
+33% +$521K 1.06% 26
2017
Q3 		$1.5M Buy
24,394
+1,838
+8% +$108K 1.12% 17
2017
Q2 		$1.33M Buy
22,556
+459
+2% +$25.9K 1.04% 32
2017
Q1 		$1.25M Buy
+22,097
New +$1.22M 1.03% 30

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Elkhorn Investments's AJG Position: Q4 2017 in Review

Elkhorn Investments increased its Arthur J. Gallagher & Co (AJG) stake by 33% in Q4 2017, buying an estimated $521K and bringing the position to 32,546 shares worth $2.02M. The position accounts for 1.06% of the portfolio, ranked #26.

Elkhorn Investments first reported a position in AJG in Q1 2017 and has held it in 4 quarters since. 584 funds tracked by Wall St. Rank hold AJG as of Q4 2017.

  • Elkhorn Investments held 32,546 shares of Arthur J. Gallagher & Co worth $2.02M as of Q4 2017.
  • Elkhorn Investments bought 8,152 Arthur J. Gallagher & Co shares in Q4 2017, an estimated $521K.
  • Arthur J. Gallagher & Co made up 1.06% of Elkhorn Investments's portfolio in Q4 2017, its #26 holding.
  • Elkhorn Investments first reported a position in Arthur J. Gallagher & Co in Q1 2017 and has held it in 4 quarters since.
  • 584 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2017.

Based on Elkhorn Investments's 13F filing for Q4 2017, filed 14 Feb 2018.