Heritage Wealth Management (Arizona)’s Arthur J. Gallagher & Co AJG Stock Holding History

Heritage Wealth Management (Arizona)’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 Q2	$1.58M	Sell	6,091 -472	-7%	-$117K	0.88%	26
2024 Q1	$1.64M	Sell	6,563 -365	-5%	-$87.7K	0.84%	27
2023 Q4	$1.56M	Buy	+6,928	New	+$1.64M	0.84%	28
2022 Q4	$7.54K	Buy	+40	New	+$7.48K	﹤0.01%	816
2021 Q2	–	Sell	-169	Closed	-$21K	–	894
2021 Q1	$21K	Buy	+169	New	+$20.4K	0.01%	481

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s AJG Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its Arthur J. Gallagher & Co (AJG) stake by 7.2% in Q2 2024, selling an estimated $117K and leaving 6,091 shares worth $1.58M. The position accounts for 0.88% of the portfolio, ranked #26.

Heritage Wealth Management (Arizona) first reported a position in AJG in Q1 2021 and has held it in 5 quarters since. The position peaked at $1.64M in Q1 2024. 1,150 funds tracked by Wall St. Rank hold AJG as of Q2 2024.

Heritage Wealth Management (Arizona) held 6,091 shares of Arthur J. Gallagher & Co worth $1.58M as of Q2 2024.
Heritage Wealth Management (Arizona) sold 472 Arthur J. Gallagher & Co shares in Q2 2024, an estimated $117K.
Arthur J. Gallagher & Co made up 0.88% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #26 holding.
Heritage Wealth Management (Arizona) first reported a position in Arthur J. Gallagher & Co in Q1 2021 and has held it in 5 quarters since.
Heritage Wealth Management (Arizona)'s Arthur J. Gallagher & Co position peaked at $1.64M in Q1 2024.
1,150 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.