HM Capital Management’s Arthur J. Gallagher & Co AJG Stock Holding History

HM Capital 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
2022 Q3	$733K	Hold	4,279	–	–	0.44%	28
2022 Q2	$698K	Buy	4,279 +2,500	+141%	+$415K	0.39%	30
2022 Q1	$311K	Sell	1,779 -450	-20%	-$71.7K	0.11%	44
2021 Q4	$378K	Buy	+2,229	New	+$364K	0.14%	38

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

Norges Bank Oslo, Norway $1T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

HM Capital Management's AJG Position: Q3 2022 in Review

HM Capital Management held its Arthur J. Gallagher & Co (AJG) position steady in Q3 2022 at 4,279 shares worth $733K. The position accounts for 0.44% of the portfolio, ranked #28.

HM Capital Management first reported a position in AJG in Q4 2021 and has held it in 4 quarters since. 864 funds tracked by Wall St. Rank hold AJG as of Q3 2022.

HM Capital Management held 4,279 shares of Arthur J. Gallagher & Co worth $733K as of Q3 2022.
HM Capital Management left its Arthur J. Gallagher & Co share count unchanged in Q3 2022.
Arthur J. Gallagher & Co made up 0.44% of HM Capital Management's portfolio in Q3 2022, its #28 holding.
HM Capital Management first reported a position in Arthur J. Gallagher & Co in Q4 2021 and has held it in 4 quarters since.
864 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2022.

Based on HM Capital Management's 13F filing for Q3 2022, filed 7 Nov 2022.