HeadInvest LLC’s Arthur J. Gallagher & Co AJG Stock Holding History

HeadInvest LLC’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
2023 Q4	–	Sell	-300	Closed	-$67.5K	–	241
2023 Q3	$67.5K	Buy	+300	New	+$67.1K	0.01%	315

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

HeadInvest LLC's AJG Position: Q4 2023 in Review

HeadInvest LLC sold out of Arthur J. Gallagher & Co (AJG) in Q4 2023, closing a stake of 300 shares — an estimated $67.5K sold.

HeadInvest LLC first reported a position in AJG in Q3 2023 and held it in 1 quarter. The position peaked at $67.5K in Q3 2023. 1,079 funds tracked by Wall St. Rank hold AJG as of Q4 2023.

HeadInvest LLC reported no remaining Arthur J. Gallagher & Co position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 300 Arthur J. Gallagher & Co shares in Q4 2023, an estimated $67.5K.
HeadInvest LLC first reported a position in Arthur J. Gallagher & Co in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Arthur J. Gallagher & Co position peaked at $67.5K in Q3 2023.
1,079 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.