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

FSA 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
2024
Q1 		$23.5K Hold
94
– – 0.01% 229
2023
Q4 		$21K Buy
+94
New +$22.3K 0.01% 223

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FSA Wealth Management's AJG Position: Q1 2024 in Review

FSA Wealth Management held its Arthur J. Gallagher & Co (AJG) position steady in Q1 2024 at 94 shares worth $23.5K. The position accounts for 0.01% of the portfolio, ranked #229.

FSA Wealth Management first reported a position in AJG in Q4 2023 and has held it in 2 quarters since. 1,129 funds tracked by Wall St. Rank hold AJG as of Q1 2024.

  • FSA Wealth Management held 94 shares of Arthur J. Gallagher & Co worth $23.5K as of Q1 2024.
  • FSA Wealth Management left its Arthur J. Gallagher & Co share count unchanged in Q1 2024.
  • Arthur J. Gallagher & Co made up 0.01% of FSA Wealth Management's portfolio in Q1 2024, its #229 holding.
  • FSA Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 2 quarters since.
  • 1,129 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2024.

Based on FSA Wealth Management's 13F filing for Q1 2024, filed 16 May 2024.