Geller Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Geller Advisors’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	$2.03M	Sell	7,166 -21	-0.3%	-$6.11K	0.13%	42
2024 Q3	$2.02M	Buy	7,187 +44	+0.6%	+$12.4K	0.14%	42
2024 Q2	$1.85M	Sell	7,143 -30	-0.4%	-$7.44K	0.14%	42
2024 Q1	$1.79M	Sell	7,173 -62	-0.9%	-$14.9K	0.15%	41
2023 Q4	$1.63M	Buy	7,235 +6,289	+665%	+$1.49M	0.16%	39
2023 Q3	$216K	Sell	946 -184	-16%	-$41.2K	0.03%	232
2023 Q2	$248K	Sell	1,130 -16	-1%	-$3.33K	0.03%	215
2023 Q1	$219K	Buy	+1,146	New	+$217K	0.03%	162

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

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Geller Advisors's AJG Position: Q4 2024 in Review

Geller Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 0.29% in Q4 2024, selling an estimated $6.11K and leaving 7,166 shares worth $2.03M. The position accounts for 0.13% of the portfolio, ranked #42.

Geller Advisors first reported a position in AJG in Q1 2023 and has held it in 8 quarters since. 1,324 funds tracked by Wall St. Rank hold AJG as of Q4 2024.

Geller Advisors held 7,166 shares of Arthur J. Gallagher & Co worth $2.03M as of Q4 2024.
Geller Advisors sold 21 Arthur J. Gallagher & Co shares in Q4 2024, an estimated $6.11K.
Arthur J. Gallagher & Co made up 0.13% of Geller Advisors's portfolio in Q4 2024, its #42 holding.
Geller Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2023 and has held it in 8 quarters since.
1,324 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.