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

ICA Group 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	–	Sell	-16	Closed	-$3.6K	–	1355
2023 Q4	$3.6K	Buy	+16	New	+$3.79K	﹤0.01%	1086
2023 Q3	–	Sell	-6	Closed	-$1.32K	–	263
2023 Q2	$1.32K	Sell	6 -9	-60%	-$1.87K	﹤0.01%	1171
2023 Q1	$2.87K	Buy	15 +9	+150%	+$1.71K	﹤0.01%	1036
2022 Q4	$1.13K	Sell	6 -1,556	-100%	-$291K	﹤0.01%	1167
2022 Q3	$267K	Buy	+1,562	New	+$277K	0.06%	283

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

ICA Group Wealth Management's AJG Position: Q1 2024 in Review

ICA Group Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q1 2024, closing a stake of 16 shares — an estimated $3.6K sold.

ICA Group Wealth Management first reported a position in AJG in Q3 2022 and held it in 5 quarters. The position peaked at $267K in Q3 2022. 1,129 funds tracked by Wall St. Rank hold AJG as of Q1 2024.

ICA Group Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q1 2024 after selling out during the quarter.
ICA Group Wealth Management sold 16 Arthur J. Gallagher & Co shares in Q1 2024, an estimated $3.6K.
ICA Group Wealth Management first reported a position in Arthur J. Gallagher & Co in Q3 2022 and held it in 5 quarters.
ICA Group Wealth Management's Arthur J. Gallagher & Co position peaked at $267K in Q3 2022.
1,129 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2024.

Based on ICA Group Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.