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

Filbrandt 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
2021
Q3 		$2K Buy
+13
New +$1.86K ﹤0.01% 174
2020
Q2 		– Sell
-10
Closed -$1K – 364
2020
Q1 		$1K Buy
+10
New +$958 ﹤0.01% 192

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Filbrandt Wealth Management's AJG Position: Q3 2021 in Review

Filbrandt Wealth Management opened a new position in Arthur J. Gallagher & Co (AJG) in Q3 2021: 13 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #174 among its holdings. This is a return to the name: Filbrandt Wealth Management previously reported a position in AJG as recently as Q1 2020.

Filbrandt Wealth Management first reported a position in AJG in Q1 2020 and has held it in 2 quarters since. 772 funds tracked by Wall St. Rank hold AJG as of Q3 2021.

  • Filbrandt Wealth Management held 13 shares of Arthur J. Gallagher & Co worth $2K as of Q3 2021.
  • Arthur J. Gallagher & Co was a new Filbrandt Wealth Management position in Q3 2021.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #174 holding.
  • Filbrandt Wealth Management first reported a position in Arthur J. Gallagher & Co in Q1 2020 and has held it in 2 quarters since.
  • 772 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.