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Insight Wealth Strategies’s Arthur J. Gallagher & Co AJG Stock Holding History

Insight Wealth Strategies’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 		– Sell
-9,164
Closed -$2.58M – 153
2024
Q3 		$2.58M Buy
9,164
+53
+0.6% +$14.9K 0.34% 78
2024
Q2 		$2.36M Buy
9,111
+326
+4% +$80.9K 0.34% 71
2024
Q1 		$2.2M Sell
8,785
-1,002
-10% -$241K 0.32% 70
2023
Q4 		$2.2M Sell
9,787
-428
-4% -$101K 0.36% 52
2023
Q3 		$2.33M Buy
10,215
+566
+6% +$127K 0.45% 41
2023
Q2 		$2.12M Sell
9,649
-224
-2% -$46.6K 0.41% 41
2023
Q1 		$1.89M Sell
9,873
-321
-3% -$60.9K 0.37% 42
2022
Q4 		$1.92M Sell
10,194
-216
-2% -$40.4K 0.37% 36
2022
Q3 		$1.7M Hold
10,410
– – 0.32% 44
2022
Q2 		$1.7M Sell
10,410
-54
-0.5% -$8.96K 0.32% 44
2022
Q1 		$1.83M Buy
10,464
+1,406
+16% +$224K 0.27% 55
2021
Q4 		$1.54M Buy
9,058
+678
+8% +$111K 0.22% 68
2021
Q3 		$1.25M Buy
8,380
+431
+5% +$61.7K 0.18% 82
2021
Q2 		$1.11M Sell
7,949
-2,761
-26% -$390K 0.16% 83
2021
Q1 		$1.34M Buy
10,710
+5,218
+95% +$630K 0.18% 82
2020
Q4 		$679K Buy
5,492
+434
+9% +$49.4K 0.12% 99
2020
Q3 		$534K Buy
5,058
+2,559
+102% +$265K 0.1% 95
2020
Q2 		$244K Buy
+2,499
New +$221K 0.05% 146
2020
Q1 		– Sell
-5,545
Closed -$528K – 153
2019
Q4 		$528K Sell
5,545
-18
-0.3% -$1.65K 0.11% 119
2019
Q3 		$498K Buy
5,563
+493
+10% +$44.3K 0.12% 116
2019
Q2 		$444K Buy
+5,070
New +$423K 0.11% 111

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Insight Wealth Strategies's AJG Position: Q4 2024 in Review

Insight Wealth Strategies sold out of Arthur J. Gallagher & Co (AJG) in Q4 2024, closing a stake of 9,164 shares — an estimated $2.58M sold.

Insight Wealth Strategies first reported a position in AJG in Q2 2019 and held it in 21 quarters. The position peaked at $2.58M in Q3 2024. 1,324 funds tracked by Wall St. Rank hold AJG as of Q4 2024.

  • Insight Wealth Strategies reported no remaining Arthur J. Gallagher & Co position as of Q4 2024 after selling out during the quarter.
  • Insight Wealth Strategies sold 9,164 Arthur J. Gallagher & Co shares in Q4 2024, an estimated $2.58M.
  • Insight Wealth Strategies first reported a position in Arthur J. Gallagher & Co in Q2 2019 and held it in 21 quarters.
  • Insight Wealth Strategies's Arthur J. Gallagher & Co position peaked at $2.58M in Q3 2024.
  • 1,324 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2024.

Based on Insight Wealth Strategies's 13F filing for Q4 2024, filed 6 Jan 2025.