InterOcean Capital Group’s Arthur J. Gallagher & Co AJG Stock Holding History

InterOcean Capital Group’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	$418K	Buy	1,671 +301	+22%	+$72.4K	0.01%	327
2023 Q4	$308K	Buy	1,370 +78	+6%	+$18.5K	0.01%	369
2023 Q3	$294K	Sell	1,292 -15	-1%	-$3.36K	0.01%	351
2023 Q2	$287K	Buy	1,307 +48	+4%	+$9.99K	0.01%	358
2023 Q1	$241K	Hold	1,259	–	–	0.01%	359
2022 Q4	$237K	Sell	1,259 -54	-4%	-$10.1K	0.01%	358
2022 Q3	$225K	Buy	1,313 +34	+3%	+$6.04K	0.01%	356
2022 Q2	$209K	Buy	+1,279	New	+$212K	0.01%	385

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Norges Bank Oslo, Norway $1T AUM

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

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

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

InterOcean Capital Group's AJG Position: Q1 2024 in Review

InterOcean Capital Group increased its Arthur J. Gallagher & Co (AJG) stake by 22% in Q1 2024, buying an estimated $72.4K and bringing the position to 1,671 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #327.

InterOcean Capital Group first reported a position in AJG in Q2 2022 and has held it in 8 quarters since. 1,131 funds tracked by Wall St. Rank hold AJG as of Q1 2024.

InterOcean Capital Group held 1,671 shares of Arthur J. Gallagher & Co worth $418K as of Q1 2024.
InterOcean Capital Group bought 301 Arthur J. Gallagher & Co shares in Q1 2024, an estimated $72.4K.
Arthur J. Gallagher & Co made up 0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #327 holding.
InterOcean Capital Group first reported a position in Arthur J. Gallagher & Co in Q2 2022 and has held it in 8 quarters since.
1,131 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.