IRAG
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Investment Research & Advisory Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Investment Research & Advisory 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
2021
Q3 		– Sell
-30
Closed -$4K – 146
2021
Q2 		$4K Buy
+30
New +$4.24K ﹤0.01% 165

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Investment Research & Advisory Group's AJG Position: Q3 2021 in Review

Investment Research & Advisory Group sold out of Arthur J. Gallagher & Co (AJG) in Q3 2021, closing a stake of 30 shares — an estimated $4K sold.

Investment Research & Advisory Group first reported a position in AJG in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 772 funds tracked by Wall St. Rank hold AJG as of Q3 2021.

  • Investment Research & Advisory Group reported no remaining Arthur J. Gallagher & Co position as of Q3 2021 after selling out during the quarter.
  • Investment Research & Advisory Group sold 30 Arthur J. Gallagher & Co shares in Q3 2021, an estimated $4K.
  • Investment Research & Advisory Group first reported a position in Arthur J. Gallagher & Co in Q2 2021 and held it in 1 quarter.
  • Investment Research & Advisory Group's Arthur J. Gallagher & Co position peaked at $4K in Q2 2021.
  • 772 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2021.

Based on Investment Research & Advisory Group's 13F filing for Q3 2021, filed 7 Oct 2021.