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Insigneo Advisory Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Insigneo Advisory Services’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
-2,188
Closed -$616K – 628
2024
Q3 		$616K Sell
2,188
-955
-30% -$269K 0.06% 272
2024
Q2 		$875K Buy
3,143
+414
+15% +$103K 0.1% 191
2024
Q1 		$682K Buy
2,729
+743
+37% +$179K 0.08% 205
2023
Q4 		$447K Buy
+1,986
New +$470K 0.06% 259

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

Insigneo Advisory Services's AJG Position: Q4 2024 in Review

Insigneo Advisory Services sold out of Arthur J. Gallagher & Co (AJG) in Q4 2024, closing a stake of 2,188 shares — an estimated $616K sold.

Insigneo Advisory Services first reported a position in AJG in Q4 2023 and held it in 4 quarters. The position peaked at $875K in Q2 2024. 1,324 funds tracked by Wall St. Rank hold AJG as of Q4 2024.

  • Insigneo Advisory Services reported no remaining Arthur J. Gallagher & Co position as of Q4 2024 after selling out during the quarter.
  • Insigneo Advisory Services sold 2,188 Arthur J. Gallagher & Co shares in Q4 2024, an estimated $616K.
  • Insigneo Advisory Services first reported a position in Arthur J. Gallagher & Co in Q4 2023 and held it in 4 quarters.
  • Insigneo Advisory Services's Arthur J. Gallagher & Co position peaked at $875K in Q2 2024.
  • 1,324 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2024.

Based on Insigneo Advisory Services's 13F filing for Q4 2024, filed 13 Feb 2025.